-
January 2024 by Cheryl Victorine
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.
-
December 2023 by Jim B
I received information from Goldstone Financial after filling out a form on their website since I was interested in what they were offering. “FREE” Retirement Tax Savings Analysis is what they promoted. They even added “Many advisors charge thousands of dollars for a customized analysis but we’ll do all the heavy lifting for you and won’t charge a dime.”A day later I received a voice message to call them and I did. I was transferred to an employee and stated I’m calling about setting up an appointment for the free tax saving analysis offer by your company. Instead I got what I perceived as a sales pitch wanting me to “buy the entire package” from them. (retirement planning, legacy planning, investment planning…) I said I wasn’t looking for all these types of services now although I might at a later time but for now just want to focus on your offer for the free tax savings analysis but got nowhere.They said it would take too much time and cost too much money. I said your marketing slogan said you do this and it wouldn’t cost a dime. No assistance at all. Not a good way to promote a business in my opinion. I even sent a follow up email to Goldstone Financial sharing my experience and copied four different Goldstone Financial email addresses in my letter. It’s been ten days and never received a single response. Seemed like a bad marketing scheme and bait and switch. In my opinion I felt this was poor representation and unprofessional.
-
December 2023 by Arnab Dan
Goldstone Financial Group takes care of the customers good.
-
December 2023 by John Balzanto
Hello Goldstone, thank you very much for the Thanksgiving Pie. It was delicious and a great addition to the day, we appreciate it very much. I met many Goldstone employees that day and everyone was friendly, helpful and pleasure to speak with. Goldstone has extremely nice employees and they are a great representation of your company. Thank you again, John & Anne Balzanto
-
September 2023 by Carmelo Figueroa
Thank you for the invitation. I enjoyed the event very much. It’s always a pleasure to see members of the staff, Brian , Kamil. the office workers. You guys always take the extra step which I never had at my previous investment firm. Your way of treating me gives me a sense of security but with a personal friendship added in. Thanks again.
-
September 2023 by Jim Gillette
It's always a great feeling spending time with the Goldstone team.The fact that Team Goldstone wants to get to know their clients personally puts Goldstone ahead of all others.Thanks Again!
-
September 2023 by Donna Geraci
Had a wonderful time at Pinstripes with the Goldstone Financial Group. It was great to see and spend time with the advisors and their teams!
-
September 2023 by Lin
Friendly, knowledgeable, polite and fun group. They made me feel comfortable andI'm hoping to stay with them for a very long time. Thank you
-
September 2023 by Mary Ann Gocha
GREAT customer service! VERY knowledgeable agents, specifically Justin Reppy. I highly recommend Goldstone Financial Group.
-
May 2023 by Connie Merritt
I've been a client of Goldstone Financial Group for several years now, and they have exceeded my expectations in managing my retirement funds. Their team is highly knowledgeable and responsive, and I trust them to make the best decisions for my financial future.
-
April 2023 by Luis McDowell
Thankfully there are wonderful people that work in this office. They know their stuff they understand the industry and the needs that we have, as customers. I like them here.
-
April 2023 by Joann Kennedy
Goldstone Financial Group has been an invaluable resource for my retirement planning. Their team of advisors has helped me make informed decisions about my investments and has provided me with a comprehensive financial plan tailored to my specific needs. I highly recommend them to anyone looking for a reliable and trustworthy financial advisor.
-
April 2023 by Alison Richard
Goldstone Financial Group has been a lifesaver for my retirement planning. Their team of advisors has helped me navigate the complexities of investing and has provided me with personalized advice tailored to my financial goals. I trust their expertise and highly recommend them to anyone looking for a reliable financial advisor.
-
April 2023 by Murer Evansese
As a retiree, I was looking for a trustworthy financial advisor to manage my savings and investments. Goldstone Financial Group has exceeded my expectations with their personalized approach and attention to detail. They have helped me achieve my financial goals while minimizing risk, and I couldn't be happier with their service.
-
April 2023 by Ida Taylor
I was hesitant to trust someone else with my retirement funds, but Goldstone Financial Group has earned my trust with their exceptional service and expertise. Their team of advisors is always available to answer my questions and provide me with sound financial advice. I feel confident in their ability to manage my investments and help me achieve my long-term financial goals.
