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8:30 AM - 4:30 PM
621 Plainfield Road, Willowbrook
Financial Advising
“Goldstone made our IRA rollover process incredibly smooth and professional. Their team kept us informed throughout, handled all the paperwork efficiently, and made what could have been a complicated process feel easy. After seeing the care and attention they put into my wife’s financial plan, I was confident moving my own accounts as well. The experience reinforced that we made the right decision in choosing Goldstone.
All in all, our experience has been absolutely wonderful - from the professionalism and customer service to the great social and educational events and the personal touch they bring to everything. We will absolutely recommend Goldstone to friends who are around retirement age and looking for a safe, knowledgeable financial institution to help guide them.”
“I had the opportunity to speak with Jason today, and I couldn’t be more grateful. I was a little nervous going into the conversation, but he made it so easy and comfortable right from the start. He was incredibly helpful. Jason truly focused on understanding my goals and offering an honest, thoughtful assessment of my situation.
After our conversation, I feel more confident and clear about the path ahead. It’s reassuring to know I’m on the right track, and even more so to know that Jason genuinely cares about helping me move forward in my Baby Steps to reach my goal.
Thank you so much, Jason, for your time, guidance, and encouragement. Your support made a big difference!”
“We consider Tim Clark of Clark Financial Service to be the best CPA we have ever used. We have used him now for quite some time and come to him from the North West Suburbs to do so . He is also listed as A + on BBB.”
“Mrs. Lilia gave us a lot of information about the insurance, she helped me change my insurance and explained its benefits well to my husband.
Excellent person”
“We had a wonderful experience with Les Hunzinger. He was quick in responding to our phone call and very helpful and thorough in helping address our needs. We would highly recommend him.”
“Jim and Karen take the time to help you with your taxes and your financials they do this with a very friendly staff and in a timely manner I have been going there for over 20 years I don't want to use anybody else they get the job done right and is very helpful with any questions we have”
“Dawson was very helpful and kind setting up my Mom's account and getting her through! Joe was helpful and kind too telling her what papers she needed to bring in. Overall very helpful people here!”
“I've been lucky enough to work with Jeremy Nei out of Indiana for years. He handles everything for me and is doing a great job. Easy to talk to and always goes the extra step to make sure I don't have any more questions. His expertise is so helpful as he takes each client and treats them as unique with special needs. I would recommend him.”
“Been coming here since high school, close to retirement now. Cristina A has been helping me lately and she speaks my language. Nice surprise! She is very patient, knowledgeable and never forgets about me as a customer. Every time I walk into the bank she has a smile on her face, and beyond that smile is a wonderful caring human being.”
8:30AM - 5PM
500 W 22nd St, Oak Brook
Financial Advising
“I get in, I get out, and I get my business taken care of. No issues or complaints. Oh, I was told they have another award coming, too. When it shows up, I'll take another picture.”
“Called Inspira 2/12/24 (Formerly Millennium Trust Company) -
My former employer rolled my 401K into Millennium Trust Company, who charged annual maintenance fee & Paper statement fee.
Called to speak with someone; auto attendant is set up so that it is difficult to speak with a live agent. After several attempts was placed on hold in cue w/estimated 1 hour wait time.
Update: Frank (Manager) from Inspira reached out regarding my concerns. Resolved all account issues & explained options re: transferring balance to a like-account. Also resolved some fee issues. Very professional and informative. Thanks Frank!”
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“I’ve been working with Dan and his office since 2017 when my father passed away. He helped set up my Trust along with some investment accounts. His staff is amazing and Dan is really good at what he does. He always looks out for your best interest. Do not pass on this place you won’t be disappointed”