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Goldstone Financial Group, LLC

Headquartered in OAKBROOK TERRACE, IL

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Firm Information

Goldstone Financial Group, LLC is an investment advisor headquartered in Oakbrook Terrace, Illinois. They offer financial planning and portfolio management services to individuals and high-net-worth individuals. They manage over $817 million in assets and have 13 investment adviser representatives and 9 licensed agents.

Goldstone Financial Group, LLC

18W140 BUTTERFIELD ROAD

OAKBROOK TERRACE, IL 60181

$817.31M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

GOLDSTONE FINANCIAL GROUP, LLC has a total of 2 branch locations across the country.
location

Franklin, TN

location

OAKBROOK TERRACE, IL

Advisors at Goldstone Financial Group, LLC

View All 13 Advisors
Unclaimed
Joseph Davidson

RA

OAKBROOK TERRACE, IL

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Jeffrey Steven Weglarz

RA

OAKBROOK TERRACE, IL

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Justin Jake Reppy

RA

OAKBROOK TERRACE, IL

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Anthony Pellegrino

RA

OAKBROOK TERRACE, IL

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Unclaimed
Kamil Bonifaciuk

RA

OAKBROOK TERRACE, IL

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Brian Robert Korienek

RA

OAKBROOK TERRACE, IL

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Clayton R Dixon

RA

OAKBROOK TERRACE, IL

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Jessica B Debold

CFP®, RA

OAKBROOK TERRACE, IL

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Disclosures

There are no public disclosures for Goldstone Financial Group, LLC.

Frequently Asked Questions (5)

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