Customer ReviewsforGoldstone Financial Group, LLC

Goldstone has done a very good job for us. In addition to balancing our investments, they implemented plans to reduce our taxes in the future. My wife and I are both retired now and we are confident we can continue to live our lives in comfort and without financial distress.

Working with Goldstone has been a true blessing. They don't present you with a sales job...they educate you. Once they educate you, they can structure their services to fit you needs and wishes. Our recent review included a discussion with a high level CPA specialist and was presented with serious tax savings for the next 10 years. The advice was far beyond our expectations, expanding our trust and confidence in the Goldstone Team!

I wanted to take this moment to thank you and your organization for your expert advice and your willingness to keep your client base well informed of the newest and best investment instruments. As a couple facing retirement, my wife and I met you at a 2013 introduction meeting at ******* Restaurant in ******** As a finance graduate, with a corporate background of being a Controller of an ****************** I was well versed in Annuities. However, the marketplace was changing rapidly, and with your advice, we were able to take advantage of new products, which offered % bonuses for new customers. You also introduced us to the TD Ameritrade Institutional at a Coopers Hawk event, which met my liquidity requirements for my ***************. While all of these products and investments were state of the art and exceeded my expectations, the most important product you introduced us to was the Pacific Life policy which combined life insurance and long term care coverage in the same policy. You hosted a luncheon and the speaker was a retired life insurance executive who introduced the product and also recommended a funding method utilizing the penalty free withdrawals allowed by most annuities. I recognized the need for long term care and in 2020, we decided to purchase coverage on both my wife and I. At the time, I was 70 and had to have a medical review before the policy was issued. My wife was 66 and no medical review was required. As you know, in October 2021, my wife passed away unexpectedly after a three month battle with lung cancer. Because of the Pacific Life policy, we never had a concern regarding her long term care and now I am able to fund college scholarships for our grandchildren.Goldstone, as an organization, has strengthened my financial position in retirement to a position which has exceeded my expectations.

Goldstone is always very responsive and easy to work with.

It was a great year with Goldstone doing an excellent job on my retirement.

Working with Goldstone - ****** - has been a pleasure and very helpful to all our needs.