Goldstone Financial Group

Financial Planner Financial Services Personal Finance

Bestie Business Card

Work with the experts at Goldstone Financial Group, offering proven retirement planning & investment planning for over two decades.

18W140 Butterfield Rd 16th Floor, Oakbrook Terrace, IL 60181

630-620-9300

goldstonefinancialgroup.com

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Business Hours

Mon: 9:00am - 5:00pm

Tue: 9:00am - 5:00pm

Wed: 9:00am - 5:00pm

Thu: 9:00am - 5:00pm

Fri: 9:00am - 5:00pm

Sat: 9:00am - 1:00pm

Sun: Closed

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About Oakbrook Terrace, Illinois, USA

Oakbrook Terrace, Illinois, stands out with its origins as a planned community in the 1960s, initially intended as a corporate park rather than a residential area. This design has led to a unique blend of business-centric and residential zones, fostering an urban feel within a suburban context. The city's population is approximately 2,714, with a median age of around 34 years. Residents enjoy a higher median household income of about $88,596 compared to state and national averages, reflecting the area’s prosperity. The demographic composition is predominantly White (70.5%), followed by Asian (17.3%), Hispanic/Latino (11.5%), African American (7.9%), with other races making up 2.2%. Education levels are high, as 95.2% of residents have at least a high school diploma and 49.4% hold a bachelor’s degree.

The economic landscape in Oakbrook Terrace is driven by major industries such as finance, technology, and healthcare, supported by its concentration of corporate offices. Its strategic location offers excellent access to transportation networks like I-88, I-290, and proximity to Chicago O'Hare International Airport. Despite limited tourist attractions, the city serves as a significant business hub with nearby amenities like Morton Arboretum and Oakbrook Center shopping mall enhancing regional appeal. Community resources include schools in established DuPage County districts, the DuPage Public Library system, and accessible healthcare facilities. The city maintains good safety records, benefiting from lower crime rates compared to national averages. Its climate features four distinct seasons, with warm summers, cold winters, and mild springs and falls. Oakbrook Terrace provides amenities like diverse dining options and recreational facilities such as parks and golf courses, ensuring a balanced lifestyle for both residents and business professionals.

Nominated for BestAround

A+

Overall Grade

Rating Scale:

A: 80-100% B: 60-79% C: 40-59% D: 20-39%

Goldstone Financial Group distinguishes itself in the competitive landscape of financial planning through its unique integration of emotional and financial well-being. The firm's holistic approach, which encompasses personalized financial planning alongside retirement, income, tax, and estate planning, sets a high bar for comprehensive service delivery. Clients consistently praise Goldstone's team for their deep understanding of individual goals and their ability to provide tailored advice that addresses both the practicalities and emotional aspects of financial decision-making. This is particularly evident in the firm's proactive use of tools like the complimentary quiz, which empowers clients to identify and address potential financial gaps with precision.

The commitment to transparency and client education further elevates Goldstone's standing. Clients appreciate the firm's educational resources, including the annual "Changing Story of Retirement" report, which not only informs but also reassures them about their financial futures. The presence of certified advisors like Justin, who keeps clients well-informed about their investments, reinforces Goldstone's dedication to maintaining high standards of service and integrity. This multifaceted approach, combining personalized service with robust educational initiatives, positions Goldstone Financial Group as a leader in the industry, capable of delivering both immediate financial solutions and long-term peace of mind.

The firm's broader community involvement and educational efforts further solidify its reputation as a trusted and thought-leading financial planning partner. By engaging in public discourse through appearances on major networks and supporting initiatives that enhance financial literacy, Goldstone not only builds trust but also empowers individuals to make informed decisions about their financial lives. This comprehensive strategy, which blends expert advice with community engagement, makes Goldstone Financial Group a compelling candidate for the "BestAround" classification, promising clients a supportive network that goes beyond mere financial management to foster genuine financial well-being and personal fulfillment.

About Goldstone Financial Group

Goldstone Financial Group stands out as a premier financial planning firm that uniquely integrates emotional and financial well-being, offering a holistic approach to wealth management. Founded with a mission to align clients' heartfelt aspirations with their financial realities, the firm emphasizes a deep understanding of individual goals and dreams, ensuring that every client receives personalized, comprehensive financial planning.

At Goldstone, clients benefit from a team of experienced financial planners who go beyond mere investment management to include retirement planning, income planning, tax planning, and estate/legacy planning. This multifaceted approach is designed to create a diversified portfolio that not only aims for consistent returns but also addresses the unique challenges of outliving one's savings, a growing concern in an aging population.

The firm’s commitment to transparency and client education is evident through its complimentary quiz, which helps clients identify potential retirement gaps and provides tailored recommendations. Additionally, the use of certified advisors like Justin, who ensures clients are well-informed about their investment holdings, underscores Goldstone’s dedication to maintaining high standards of service and integrity.

Goldstone Financial Group’s success is further bolstered by its strong community involvement and educational initiatives, such as the annual "The Changing Story of Retirement" report and appearances on major networks like CBS and FOX. These efforts not only enhance client trust but also position Goldstone as a thought leader in the financial planning industry.

For those seeking a trusted partner in achieving financial security and peace of mind, Goldstone Financial Group offers more than just financial advice—it provides a supportive network that empowers clients to live their best lives. Whether it’s through personalized consultations, educational resources, or community engagement, Goldstone is dedicated to helping individuals and families navigate the complexities of financial planning with confidence and clarity.

Category Tags

Financial Planner Financial Services Personal Finance Investment Planning Retirement Planning

What Customers Say

4.8

Rating Based On
134
Official Google Reviews

125

Customer experiences with Goldstone Financial Group consistently highlight a high level of satisfaction, emphasizing personalized service, expert advice, and a supportive environment.

Clients praise the team's professionalism, responsiveness, and genuine care for their financial well-being. Many express relief and confidence in the firm's ability to navigate complex financial decisions, particularly during significant life transitions like retirement. The educational seminars and events are frequently mentioned as valuable resources that enhance clients' understanding of financial matters, fostering a sense of empowerment and security.

Overall, the feedback underscores Goldstone's reputation for delivering reliable, client-centric financial planning and advisory services.

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