Goldstone Financial Group, a financial consultant based out of Oakbrook Terrace, Illinois, is pleased to announce that Anthony Pellegrino, a Principal at the company, is a recipient of the 2019 Five Star Wealth Manager awards. More information about the award can be found at the following link: http://www.youtube.com/watch?v=VlqFIfVty9U.
The Five Star Wealth Manager Award is a highly sought-after award in the financial industry. A winner’s Five Star Wealth Manager Award is a sign of their deep commitment to pursuing professional excellence and building an expansive knowledge of their industry. To be eligible for the Five Star Wealth Manager award, a wealth manager must first satisfy ten objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. A number of different factors are taken into account, including but not limited to client retention rates, assets under management, educational and professional designations, years of experience and their regulatory and complaint history.
“It truly is an honor to be recognized by Five Star Professionals,” says Pellegrino. “I’ve dedicated my practice to not only helping individuals plan for their financial future but also remaining by their side as a partner in achieving their desired results. It gives me great pride to see my effort and dedication be recognized and I am very grateful for being awarded the Five Star Wealth Manager award.”
Pellegrino has consistently ranked amongst the Top 1% of Safe Money Specialists in the nation throughout his long career, in which time he has helped more than 2,500 clients manage and achieve their financial goals. In 2013, he was recognized as one of the Top 10 Advisors in America by Advisors Excel. In addition to his 2019 Five Star Wealth Manager award, he was named Five Star Wealth Manager in Chicago Magazine in 2010 and 2011, as voted by his clients and peers. This designation is a consumer-based award in the financial services industry given to wealth managers in the Chicago area who scored highest in overall client satisfaction.
As a wealth manager, Pellegrino provides financial plans and actively manages portfolios targeted at achieving consistent, reliable returns regardless of market fluctuations and uncertainties. He currently specializes in diversifying assets, both investment and insurance oriented, to offer his clients the best chance of meeting their retirement income goals. He currently holds a Series 65 securities license and an Illinois Department of Insurance license. In addition to his work as a wealth manager, Pellegrino also co-hosted one of the most listened to financial and economic radio talk shows in Chicago, “Securing Your Financial Future” on WLS890 AM. More information about Anthony Pellegrino can be found on his official website at: http://anthony-pellegrino.com/.
Pellegrino’s work, along with his peers, has brought Goldstone Financial Group both recognition and fame as dependable financial consultants. On Google, the company holds a rating of 4.7 out of 5. In her five star review, Dina Riccardo praises the company, saying, “In pre-retirement stage of life and needed an advisor for my financial goals and future. Saw Anthony P. on TV and looked him up online. When I saw that they had offices in Oak Brook, I was excited. They were such great people to get info and advice from. In my experiences with other planners, I felt pressured and, at times, confused. Michael P. really helped develop a personal plan for me to be more than comfortable. The whole team at Goldstone has been so professional and a pleasure to work with. So happy to know that I have people I trust helping me to make my future secure. Gives me a lot of peace of mind.”
In another five star review, Anthony Gomez says, “It was a pleasure talking with the people at Goldstone Financial. Looked them up on the web and gave them a ring. Call 1 was to identify what needs you may have for your financial future and to set a time to go over some of the current landscape of your financial situation. The in-person meeting was very informative. They go over everything with you in detail answering all your questions along the way, and I had many. Lastly, they presented me with a few options and explained the advantages and disadvantages. They operate with care and professionalism that you don't commonly see. Without reservation, I would highly recommend them to family, friends and neighbors. Thank you, Goldstone Financial!”
Those who want to learn more about Goldstone Financial Group and the various services they provide can find more information on the company’s website. Additionally, the company also encourages interested parties to get in touch with them directly via email or phone. In addition to their website, Goldstone Financial Group maintains a page on Facebook where they frequently post updates, share information and communicate with their clients. More information about Anthony Pellegrino and his award can be found at the following link: https://fivestarprofessional.com/Content/Dak/10-1-19/PM/Anthony%20Pellegrino_AnnouncementLetter.pdf.
Are you looking for a financial advisor in the Chicago area that can help to meet your long-term goals? Goldstone Financial Group has advisors on our team that diligently monitor your portfolio to minimize loss and increase profitability.
One Lincoln Center, 18 West 140 Butterfield Road
Oakbrook Terrace, IL 60181
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