About Keystone Financial Services
Why are we here? We are here to help people, our greatest asset, by serving as the Keystone in the bridge of their financial lives. We genuinely care about the people who work here and those who choose to work with us. Whether you are building wealth, pursuing financial confidence, or living in retirement, we have the honor of building lasting relationships and sharing the journey together.
We bridge the gap between knowing and doing in the financial lives of our clients. We do this by guiding our clients to pursue financial confidence by building a trusted relationship and providing comprehensive financial advice, exceptional service, and proactive communication.
Our core strength is our team, which has decades of industry experience and is committed to superior client service. By bringing together specialists to support your goals, we deliver exceptional care and attention. By listening before acting, we provide advice that anticipates and responds to your unique requirements. Our service offerings, while diverse, are driven by a single priority: the integrated financial needs of our clients.
Contact us today to set up a meeting to discuss your concerns and objectives.
OUR MISSION IS TO PROVIDE UNBIASED ADVICE AND GUIDANCE
We bridge the gap between knowing and doing in the financial lives of our clients.
OUR GOAL IS TO REPLACE UNCERTAINTY WITH CONFIDENCE AND CLARITY
Our goal is to help you plan for your future with confidence and clarity, working with you to develop comprehensive financial strategies that include investment management, retirement income planning, estate planning and education planning for your children or grandchildren. Learn more
OUR FIRM FOCUSES EXCLUSIVELY ON YOUR NEEDS
Keystone Financial Services focuses on the needs of families and small business owners in Northern Colorado. Our unique client base is largely comprised of current and former employees from high-tech companies such as Facebook, Hewlett-Packard, Agilent Technologies, Intel Corporation, Avago Technologies, Advanced Micro Devices, and Keysight Technologies. Our founder, Josh Nelson, CFP®, has more than 20 years experience in the financial services industry and holds a master’s degree in personal financial planning, is a CERTIFIED FINANCIAL PLANNER™ professional and is a member of the Financial Planning Association (FPA)