Goldstone Financial Group is a trusted financial firm dedicated to helping clients take control of their financial future and build a solid foundation for retirement. Founded in 2000 by a certified fiduciary and current principal, the company specializes in creating thoughtful, tailored, and comprehensive financial strategies. Their goal is to help clients live a retirement life worthy of their sacrifices, with money working for them. Clients praise the firm for its authentic and respectful staff, who manage finances successfully and provide excellent service. Many appreciate the professional, knowledgeable, and warm attitude of the team, which includes experienced advisors and tax experts. The team’s personalized approach ensures clients feel supported and understood, even across long distances or major life changes like divorce or relocation. Goldstone’s events, such as dinner gatherings, foster community and provide valuable feedback and ideas from others in similar situations. Clients highlight the firm’s ability to navigate complex financial and tax issues, often resulting in significant savings and peace of mind. Advisors like Jared Rus and Joe are recognized for their patience, professionalism, and long-term planning skills. The entire team operates with transparency, care, and dedication. Overall, Goldstone Financial Group is highly recommended for anyone seeking reliable, expert financial advice and planning. Their personalized service and genuine commitment help clients feel confident and secure in their financial future, making them a trusted partner in retirement planning.
They have been very helpful in setting our retirement goals. Especially in diversifying our investments and minimizing our risks.
May 2025
I met with Jared Rus today and he was very helpful! I would recommend using him for retirement planning and financial advising.
April 2025
Really insightful, well-researched advice delivered in a way that everyone could understand. In this environment of confusion and — especially for seniors— lots of fear, it was good to have a true economic expert share the big picture and calm us down.
