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Goldstone Financial Group Employee Directory

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.

Find Goldstone Financial Group employees' phone numbers or email addresses

Goldstone Financial Group Global Highlights

Location
Employees

North America
53

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  • United States Of America
    53

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Goldstone Financial Group's Leadership

  • Stylized image of a person
    J. O.
    Director
    Phone icon
  • Stylized image of a person
    M. D.
    Controller
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  • Stylized image of a person
    J. H.
    Event Manager
    Phone icon
  • Stylized image of a person
    M. S.
    Marketing Manager
    Phone icon
  • Stylized image of a person
    M. R.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    J. D. B.
    Financial Consultant
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  • Stylized image of a person
    H. A.
    Asset Protection Specialist
    Phone icon
  • Stylized image of a person
    N. D.
    Account Specialist
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Goldstone Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business Development
  • Legal
  • Accounting
  • Administrative
  • Other
  • Business
  • Finance

Contact profiles from Goldstone Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. O.
    Director
    Phone icon
    UNITED KINGDOMEast Sussex
    Apr 22, 2024
  • Stylized image of a person
    M. D.
    Controller
    Phone icon
    Sep 04, 2024
  • Stylized image of a person
    J. H.
    Event Manager
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    M. S.
    Marketing Manager
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    M. R.
    Financial Advisor
    Phone icon
    United StatesIowa
    May 29, 2026
  • Stylized image of a person
    J. D. B.
    Financial Consultant
    Phone icon
    United StatesIowa
    Oct 17, 2025
  • Stylized image of a person
    H. A.
    Asset Protection Specialist
    Phone icon
    UNITED STATES
    Oct 17, 2024
  • Stylized image of a person
    N. D.
    Account Specialist
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    S. M.
    Business Intelligence Analyst
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Goldstone Financial Group known for?

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Goldstone Financial Group was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 18 West 140 Butterfield Road 14th Floor Oakbrook Terrace, Illinois 60181 United States; you can contact the main corporate office by phone at . Explore Goldstone Financial Group's company overview page for more information.

What is Goldstone Financial Group's most common email format?

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Goldstone Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Goldstone Financial Group email formats with LeadIQ.

How many employees does Goldstone Financial Group have currently?

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Goldstone Financial Group has approximately 45 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Goldstone Financial Group's key employees and leadership?

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As of June 2026, Goldstone Financial Group's key employees include:

  • Director: J. O.
  • Controller: M. D.
  • Event Manager: J. H.
  • Marketing Manager: M. S.
  • Financial Advisor: M. R.

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