Goldstone Financial Group, a financial advisor serving clients in Illinois, Tennessee, Wisconsin and Ohio, has announced that its Founder & CEO Anthony Pellegrino is taking on a new role within the business.
-- Goldstone Financial Group has announced that, in addition to his operational work for the growing firm and his ongoing work as a direct client contact, CEO Anthony Pellegrino is expanding his capacities as a lead financial strategist.
More information is available at https://www.goldstonefinancialgroup.com/anthony-pellegrino/
Amidst an extended period of market instability and an ongoing cost-of-living crisis, Anthony Pellegrino has identified new strategies for retirement planning and saving to help millennials and Gen Z clients plan effectively for their futures.
As both an advisor and a financial strategist, he is committed to ensuring that Goldstone Financial Group steers their clients in the right direction, offering retirement planning advice that is both prudent in today’s market and that stays ahead of forecasted market and economic trends.
Goldstone offers all clients a comprehensive advisory service, which integrates income, investment, tax, healthcare and legacy planning, Mr Pellegrino now working more closely with his team of planning specialists—including Goldstone’s tax and wealth planning team, their asset protection specialists, financial education leaders and senior fiduciary advisors—to ensure that all of their advice, across their service branches, is adjusted to meet current challenges and to adapt to the possible challenges of the future.
As a spokesperson for Goldstone Financial Group said, “Anthony provides financial strategies targeted at achieving consistent, reliable returns regardless of market fluctuations and uncertainties.”
They added, “He has helped more than 2,500 clients bridge the paycheck gap during retirement by utilizing accounts with lifetime income features to help earnings and create a paycheck for life.”
Anthony Pellegrino’s insights into adaptable, resilient, and robust retirement planning have been highlighted in the media, including his longstanding stint as the co-host of the television show ‘Securing Your Financial Future™’, now on CBS 2 and formerly on WLS 890AM in Chicago.
He is experienced and credentialed, holding both a Series 65 securities license and being a Certified Financial Planner (CFP®) and an Investment Advisor Representative (IAR). His firm, Goldstone Financial Group, is also an SEC Registered Investment Adviser (RIA).
For more information, visit https://www.goldstonefinancialgroup.com/
Contact Info:
Name: Anthony Pellegrino
Email: Send Email
Organization: Goldstone Financial Group
Address: 18W140 Butterfield Road, Oakbrook Terrace, Illinois 60181, United States
Phone: +1-630-620-9300
Website: https://www.goldstonefinancialgroup.com/
Source: PressCable
Release ID: 89177266
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