Insights

Growth through expansion Goldstone Financial Group has expanded its physical presence beyond Illinois into Ohio, Tennessee, and Wisconsin, indicating a growth trajectory and potential demand for regional marketing, wealth management partnerships, and localized client acquisition strategies.

Mid market focus With 11-50 employees and revenue in the 50M-100M range, Goldstone operates in the mid-market segment, suggesting opportunities for scalable technology solutions, advisor training programs, and outsourced operations to support increasing client volumes.

Investment activity Recent disclosed stakes in Kimberly-Clark and Hagerty imply active asset management and a willingness to diversify portfolios, presenting openings for institutional product ideas, research coverage, and personalized investment solutions.

Technology footprint The tech stack includes Microsoft 365, analytics, and web/video integrations, signaling potential for partnerships around digital client onboarding, data analytics, cybersecurity, and marketing automation to enhance client experience.

Roth IRA services Past expansions into Roth IRA guidance and Maximization Service indicate client interest in tax-advantaged retirement planning, offering a doorway for educational content partnerships, retirement planning tools, and fee-based advisory services.

Goldstone Financial Group Tech Stack

Goldstone Financial Group uses 8 technology products and services including html5media, cdnjs, RSS, and more. Explore Goldstone Financial Group's tech stack below.

  • html5media
    Audio, Video, Graphics
  • cdnjs
    Content Delivery Network
  • RSS
    Content Management System
  • Microsoft 365
    Email
  • OWL Carousel
    Javascript Libraries
  • YouTube
    Video Players
  • Google Analytics
    Web Analytics
  • Apache
    Web Servers

Media & News

Goldstone Financial Group's Email Address Formats

Goldstone Financial Group uses at least 1 format(s):
Goldstone Financial Group Email FormatsExamplePercentage
FLast@goldstonefinancialgroup.comJDoe@goldstonefinancialgroup.com
100%

Frequently Asked Questions

Where is Goldstone Financial Group's headquarters located?

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Goldstone Financial Group's main headquarters is located at 18 West 140 Butterfield Road 14th Floor Oakbrook Terrace, Illinois 60181 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Goldstone Financial Group's phone number?

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You can contact Goldstone Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Goldstone Financial Group's official website and social media links?

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Goldstone Financial Group's official website is goldstonefinancialgroup.com and has social profiles on LinkedIn.

What is Goldstone Financial Group's SIC code NAICS code?

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Goldstone Financial Group's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Goldstone Financial Group have currently?

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As of June 2026, Goldstone Financial Group has approximately 45 employees across 2 continents, including North AmericaEurope. Key team members include Director: J. O.Controller: M. D.Event Manager: J. H.. Explore Goldstone Financial Group's employee directory with LeadIQ.

What industry does Goldstone Financial Group belong to?

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Goldstone Financial Group operates in the Financial Services industry.

What technology does Goldstone Financial Group use?

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Goldstone Financial Group's tech stack includes html5mediacdnjsRSSMicrosoft 365OWL CarouselYouTubeGoogle AnalyticsApache.

What is Goldstone Financial Group's email format?

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Goldstone Financial Group's email format typically follows the pattern of FLast@goldstonefinancialgroup.com. Find more Goldstone Financial Group email formats with LeadIQ.

When was Goldstone Financial Group founded?

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Goldstone Financial Group was founded in 2008.
Goldstone Financial Group logo

Goldstone Financial Group

Financial ServicesIllinois, United States11-50 Employees

Goldstone Financial Group operates in the financial services sector, offering comprehensive financial planning aimed at helping clients pursue long-term goals through personalized strategies rather than a product-centric approach. The firm emphasizes ongoing partnership and adaptable plans designed to deliver consistent, reliable returns across varying market conditions, reflecting a focus on durable retirement and wealth management outcomes. Based in Oakbrook Terrace, Illinois, the company has expanded its footprint to include offices in Ohio, Tennessee, and Wisconsin, and maintains a client-facing presence through its local offices and online channels.

Targeting individual investors seeking holistic financial guidance, Goldstone Financial Group positions itself as a solutions provider that builds in-depth understanding of each client’s objectives and risks, with services described as investment advisory offerings managed by Goldstone Financial Group, LLC, a Registered Investment Advisor. Recent activity references expansions into Tennessee and updates to retirement planning offerings, such as Roth IRA guidance and related maximization services, illustrating ongoing development of its advisory capabilities. The firm communicates contactability via regional offices and a schedule for introductory consultations.

Section iconCompany Overview

Headquarters
18 West 140 Butterfield Road 14th Floor Oakbrook Terrace, Illinois 60181 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
11-50

Section iconFunding & Financials

  • $50M$100M

    Goldstone Financial Group's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Goldstone Financial Group's revenue is estimated to be in the range of $50M$100M

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