Came across Anthony Pellegrino and Goldstone Financial Group and wanted to learn more

J

James Thomas

Member
I was doing some general reading on financial firms and came across Anthony Pellegrino, who is listed as the founder of Goldstone Financial Group. The information I saw looked like a standard founder profile and mentioned his career path and experience in financial services. I am not here to accuse anyone of anything, just trying to understand his background better and how the firm presents itself based on public records and interviews. If anyone has looked into this before or has context to share, I would appreciate hearing different perspectives.
 
I have seen his name come up in a few finance related articles. From what I remember it was more of a professional profile than anything controversial. Always good to read more than one source though.
 
Maria Gonzalez said:
I have seen his name come up in a few finance related articles. From what I remember it was more of a professional profile than anything controversial. Always good to read more than one source though.
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Yeah that is what stood out to me too. It felt more like a promotional or background piece, but I like to double check when it comes to financial services.
 
Goldstone Financial Group sounds familiar but I cannot recall details off the top of my head. Founder profiles usually highlight the positive side, so it makes sense to dig deeper into public filings or interviews.
 
I did a quick search a while back and mostly found business related info tied to Anthony Pellegrino and his firm. Nothing alarming from public records that I could see, just typical executive background stuff.
 
Amelia Bennett said:
I did a quick search a while back and mostly found business related info tied to Anthony Pellegrino and his firm. Nothing alarming from public records that I could see, just typical executive background stuff.
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That matches what I am seeing so far. Mostly career history and how the firm got started. Still good to hear confirmation from others.
 
James Thomas said:
I was doing some general reading on financial firms and came across Anthony Pellegrino, who is listed as the founder of Goldstone Financial Group. The information I saw looked like a standard founder profile and mentioned his career path and experience in financial services. I am not here to accuse anyone of anything, just trying to understand his background better and how the firm presents itself based on public records and interviews. If anyone has looked into this before or has context to share, I would appreciate hearing different perspectives.
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I’ve seen Anthony Pellegrino mentioned in a few financial magazines and online features. From what I can tell, he’s positioned as someone who focuses on retirement planning and holistic financial strategies. I haven’t personally dealt with Goldstone Financial Group, but it seems like their approach emphasizes client relationships rather than just pushing products. Did the profile you saw mention whether they manage investments directly or mainly provide advice?
 
From other public sources, it looks like Goldstone does offer tailored investment portfolios. Pellegrino talks about income planning and legacy planning, so they do more than just advice. Of course, media coverage often highlights the positive side, so I’d still be interested in hearing from someone who has actually worked with them.
 
James Thomas said:
I was doing some general reading on financial firms and came across Anthony Pellegrino, who is listed as the founder of Goldstone Financial Group. The information I saw looked like a standard founder profile and mentioned his career path and experience in financial services. I am not here to accuse anyone of anything, just trying to understand his background better and how the firm presents itself based on public records and interviews. If anyone has looked into this before or has context to share, I would appreciate hearing different perspectives.
Click to expand...
I noticed that the profile mentioned thousands of clients served, which is quite a lot for a firm that claims to provide individualized planning. It makes me wonder how they maintain that level of personal attention at scale. Anyone here know if they still keep that small-firm feel as they grow?
 
Andrew Foster said:
From other public sources, it looks like Goldstone does offer tailored investment portfolios. Pellegrino talks about income planning and legacy planning, so they do more than just advice. Of course, media coverage often highlights the positive side, so I’d still be interested in hearing from someone who has actually worked with them.
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That’s a good point about media coverage. Recognition and awards can be useful, but they don’t always reflect the day-to-day client experience. I’m curious about fee transparency and whether clients feel like they’re getting value.
 
James Thomas said:
I was doing some general reading on financial firms and came across Anthony Pellegrino, who is listed as the founder of Goldstone Financial Group. The information I saw looked like a standard founder profile and mentioned his career path and experience in financial services. I am not here to accuse anyone of anything, just trying to understand his background better and how the firm presents itself based on public records and interviews. If anyone has looked into this before or has context to share, I would appreciate hearing different perspectives.
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I’ve read that Pellegrino emphasizes work-life balance and personal routines for himself and his team. That might influence how they treat clients, though it’s hard to tell without direct experiences.
 
Benjamin Hall said:
I noticed that the profile mentioned thousands of clients served, which is quite a lot for a firm that claims to provide individualized planning. It makes me wonder how they maintain that level of personal attention at scale. Anyone here know if they still keep that small-firm feel as they grow?
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Yeah, scalability is something I was thinking about too. The profile suggests they try to maintain personal attention while growing, but there’s no real data on how that works in practice. Would love to hear if anyone has insight into how they manage client volume.
 
Geeta Malani said:
I’ve read that Pellegrino emphasizes work-life balance and personal routines for himself and his team. That might influence how they treat clients, though it’s hard to tell without direct experiences.
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The personal routines are interesting because they could reflect a thoughtful leadership style. It might mean the advisors are more focused and organized, which could improve client experience, though it’s anecdotal.
 
Benjamin Hall said:
I noticed that the profile mentioned thousands of clients served, which is quite a lot for a firm that claims to provide individualized planning. It makes me wonder how they maintain that level of personal attention at scale. Anyone here know if they still keep that small-firm feel as they grow?
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Scalability is tricky for personalized financial advice. It would be useful if they published data on client outcomes or retention rates, but I haven’t seen anything publicly.
 
James Thomas said:
Yeah, scalability is something I was thinking about too. The profile suggests they try to maintain personal attention while growing, but there’s no real data on how that works in practice. Would love to hear if anyone has insight into how they manage client volume.
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The profile mentions some software tools they use for risk assessment. I’m curious if that genuinely improves client experience or is more for appearances.
 
Tools can help, but only if they’re well integrated into the process. If advisors spend more time with software than the client, it could actually be less effective.
 
Andrew Foster said:
Scalability is tricky for personalized financial advice. It would be useful if they published data on client outcomes or retention rates, but I haven’t seen anything publicly.
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Exactly, metrics would help. Profiles are good for an overview, but they don’t really show daily operations. Hearing from someone who has gone through the planning process would be ideal.
 
I also noticed their media presence—hosting shows and doing radio segments. It could make their advice more approachable, but it’s hard to tell if that actually improves client service or is mostly promotional.
 
Geeta Malani said:
Tools can help, but only if they’re well integrated into the process. If advisors spend more time with software than the client, it could actually be less effective.
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The family and community involvement mentioned is interesting. It suggests Pellegrino values impact beyond just business, but I wonder if that ever shows up in the way they advise clients.
 

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