Finance · Georgia, United States · <25 Employees
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At our firm, we have the client, and only the client in mind. In 2008, Keystone Investment Resources was founded to help clients achieve their fina ncial goals. Our mission is to get to know and understand your needs, wants, concerns and long-term goals. We want to help you develop, implement, and monitor a strategy thats designed to address your individual situation. We understand the challenges families face today. From managing debt, to saving for college, to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking out of the box and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. Today, we serve over 250 clients in multiple states and enjoy helping others achieve financial freedom. It's truly a life changing process and we look forward to getting to know you! The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA / SIPC . ...Read more
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At our firm, we have the client, and only the client in mind. In 2008, Keystone Investment Resources was founded to help clients achieve their financial goals. Our mission is to get to know and understand your needs, wants, concerns and long-term goals. We want to help you develop, implement, and monitor a strategy thats designed to address your in... Read More
