Keystone Financial Services Employee Directory

Keystone was founded in 2005 as a result of wanting to create a financial services firm based on Knowledge, Integrity, Service, and Trust. We wanted to specialize in educating our clients about different financial topics with an emphasis on their employee benefits. Many companies provide wonderful benefits that individuals are not aware of; it is o... ur objective to help them use those benefits to pursue their financial goals. Marian Wright Edelman is quoted as saying, "Education is for improving the lives of others and for leaving your community and world better than you found it. Keystone Financial Services strives to educate our clients as much as possible about their personal finances. Realizing that financial planning can be quite intimidating and confusing at times, it is the goal of our firm to explain the role of finances and its application to various aspects of life. Each individual's goals and dreams are uniquely different and we understand this. Therefore, here at Keystone, we work with our clients to create a personalized plan in order to help them pursue a positive future. Our team members feel that they are as invested in our clients' financial future as our clients themselves. Our firm is able to deliver services with the utmost professionalism, yet maintain a down to earth approach. We meet with our clients quarterly to ensure that our plan is on track to pursue the financial goals that our clients have set. Through conversations with our clients, we have found they believe the philosophies at Keystone differ from some of our competitors. We emphasize planning first. Since we are independent and can offer from a wide variety of products and companies, we approach our clients first with a strategy, and then we find the appropriate investment vehicle to pursue our goals. We create a plan that not only includes the accumulation of funds, but one that also includes a distribution strategy. We have built our firm upon the referrals of our clients who consider us valued partners. We consider our ...Read More