Goldstone Financial Group - Oakbrook Terrace, Illinois

Adresse: 18W140 Butterfield Rd 16th Floor, Oakbrook Terrace, IL 60181.
Telefon: 06209300.
Webseite: goldstonefinancialgroup.com.
Spezialitäten: Finanzplaner, Finanzberater.
Andere interessante Daten: Onlinetermine, Service/Leistungen vor Ort, Rollstuhlgerechte Sitzgelegenheiten, Rollstuhlgerechter Eingang, Rollstuhlgerechter Parkplatz, Rollstuhlgerechtes WC, WC, Termin erforderlich, Terminvereinbarung empfohlen.
Bewertungen: Dieses Unternehmen hat 113 Bewertungen auf Google My Business.
Durchschnittliche Meinung: 5/5.

Ort von Goldstone Financial Group

Das Goldstone Financial Group ist eine renommierte Finanzberatungsfirma mit Firmensitz in Oakbrook Terrace, Illinois. Die Adresse lautet: 18W140 Butterfield Rd 16th Floor, Oakbrook Terrace, IL 60181. Die Firma ist telefonisch unter der Nummer 06209300 erreichbar. Die Webseite der Firma lautet goldstonefinancialgroup.com.

Die Spezialität des Goldstone Financial Group liegt in der Finanzplanung und Finanzberatung für Einzelpersonen und Unternehmen. Das Unternehmen bietet eine breite Palette von Dienstleistungen an, darunter Online-Termine, persönliche Beratung vor Ort, rollstuhlgerechte Sitzgelegenheiten, einen rollstuhlgerechten Eingang, rollstuhlgerechte Parkplätze, rollstuhlgerechte Toiletten und eine reguläre Toilette. Es wird empfohlen, einen Termin zu vereinbaren.

Das Unternehmen hat insgesamt 113 Bewertungen auf Google My Business, was auf eine hohe Kundenzufriedenheit hinweist. Die durchschnittliche Bewertung beträgt 5 von 5 Sternen, was ein hervorragendes Ergebnis ist.

Die Mitarbeiter des Goldstone Financial Group sind Experten auf ihrem Gebiet und bieten individuelle Beratung und Unterstützung für ihre Kunden. Das Unternehmen ist bestrebt, die finanziellen Ziele seiner Kunden zu verwirklichen und ihnen eine sichere und erfolgreiche finanzielle Zukunft zu ermöglichen.

Wenn Sie auf der Suche nach einer zuverlässigen und kompetenten Finanzberatungsfirma sind, dann ist das Goldstone Financial Group eine ausgezeichnete Wahl. Wir empfehlen Ihnen, sich auf der Firmenwebseite über die angebotenen Dienstleistungen und Leistungen zu informieren und einen Termin zu vereinbaren. Das Goldstone Financial Group wird Ihnen sicherlich eine hervorragende Beratung und Unterstützung bieten.

Bewertungen von Goldstone Financial Group

Goldstone Financial Group - Oakbrook Terrace, Illinois
Laurel Hays
5/5

Been with them for a year. Loving them so far. Been to a few events and my portfolio is up since they've been managing it. They also check in, give me some great tax conversion help and send very nice gifts and thank yous like this happy one year anniversary present.

Goldstone Financial Group - Oakbrook Terrace, Illinois
Meseret
5/5

We love the fact we were able to work with Goldstone to sort out our financials by opening up an annuities account and transferring our annuity products to the products they recommended which gives us better deals based on market rates. the atmosphere is nice and welcoming to where you feel at home. We could of not been more happier to work with Maxx Rinn our advisor who from the start laid out a plan to get us better annuity products he is very knowledgeable and fun to talk to and personable could not ask for a better advisor. He is very hands on and friendly at same time. The main point of entry to the office is Lisa at the front desk who is the bee assistant and you will notice her she is always accommodating and always has a smile on her face. She will always lookout for you when you step foot in office overall we love Goldstone what they stand for and the setting makes us feel at home need a financial plan then come here.

Goldstone Financial Group - Oakbrook Terrace, Illinois
Cheryl Victorine
5/5

We heard the founder of Goldstone Financial on Channel 9 news. I did some research and made an appoint last year, it was the best decision we could have made. The staff is friendly, professional and extremely knowledgeable in all areas of financial issues. Just wish we found them sooner. I’m very pleased with the direction we are going and the plan in place for retirement. This company is truly about the clients best interest. Give them a call, you have nothing to loose and everything to gain.

Goldstone Financial Group - Oakbrook Terrace, Illinois
Devin Keeler
5/5

I was referred to Goldstone thru a client of mine several years ago. I initially started out with Brian who set my wife and up in several different areas. After a comprehensive analysis of our situation we were turned over to Joe Davidson who has been nothing short of outstanding in the last year. He is thorough, meticulous, and his customer service and follow up is impeccable. Goldstone works as a team to continually evaluate our portfolio as economic conditions change and when I need to move money around or withdraw anything within my accounts , the staff is extremely responsive. We currently have an Annuity, and 4 other accounts under their watchful eye and couldn't feel more secure. Additionally, they have even been huge in advising us with both our 401k's at work which is totally independent of what we have with Goldstone. When my wife recently had a change in her 401K, Joe and the team quickly evaluated and recommended what funds within her plan would be the best based on our overall retirement strategy! It's comforting knowing we have a group like this with unlimited resources to assist us! Especially after having recently taken on the responsibility of raising 2 grandchildren ages 6 and 9. Big challenge for us but it won't be for Joe and Goldstone. Thanks for everything!

Goldstone Financial Group - Oakbrook Terrace, Illinois
Laura giacomino
5/5

Great night with fabulous people! Enjoyed the lovely welcome gift and rose. The food and desserts were amazing. The bartenders were top notch! But i mostly enjoyed meeting other fabulous clients and employees of goldstone financial! This company knows how to show appreciation to their people - well done!

Goldstone Financial Group - Oakbrook Terrace, Illinois
G Pat Ryan
5/5

Debbie and I have been clients of Goldstone Financial Group for a year. We joined them as a result of accepting their invitation to dinner at Ruth Chris and then scheduling a meeting to see how they could help us meet our retirement goals. We were impressed and happy with their plan to meet that goal which we originally felt could not be achieved. Their professionalism and sharing support was fully realized last evening when we attended a fabulous dinner party arranged by them for their clients. We spent a great evening at the Barrington White House enjoying cocktails, hors d'oeuvre's, dinner, desert and a piano soloist; all as their expense for their clients. The food and service was 4 star but the best part was meeting a number of their other clients and getting to know not only our immediate company contacts but most of their supporting staff members. They were all very personable and dedicated to their company and we felt also us. Oh, and at the end of the evening we were all given a very nice gift and an invitation to another dinner party supporting their gratitude for their clients. Our financial advice and support has been effective and we have been pleasantly surprised with the first class client appreciation support by Goldstone Financial Group.

Goldstone Financial Group - Oakbrook Terrace, Illinois
Richard Kuhnle
5/5

We have been working with Goldstone for over a year and are extremely pleased with how professionally our retirement goals are being handled. Our account representative Joe Davidson is thorough, knowledgeable and easy to work with. We feel we have placed our future in good hands.

Goldstone Financial Group - Oakbrook Terrace, Illinois
Tony Christopher
5/5

The Goldstone event was great . The venue was amazing and much like the people at Goldstone…. 100% class. Thank you for hosting. We had a great time meeting the team and fellow clients.

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