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Testimonials

Great investment team and great support, for a lot of years. – January 2020

  • - Ron K.
Ron is a client of Keystone Financial Services and is not being compensated for sharing their opinion and experience with our firm. Any compensation creates a conflict of interest and Ron's comments may not be representative of any other person's experience with the firm.

We have a long history and trust Josh and his team’s recommendations and decisions. Both my wife, son and I are comfortable working with the Keystone team. Everyone on the staff is very responsive to requests. The team works well together. – October 2022

  • - John B.
John is a client of Keystone Financial Services and is not being compensated for sharing their opinion and experience with our firm. Any compensation creates a conflict of interest and John's comments may not be representative of any other person's experience with the firm.

Keystone has proven to be very knowledgeable and trustworthy. They have helped us meet our financial goals and provide answers to our questions as they come up during the year. – October 2022

  • - Tracy T.
Tracy is a client of Keystone Financial Services and is not being compensated for sharing their opinion and experience with our firm. Any compensation creates a conflict of interest and Tracy's comments may not be representative of any other person's experience with the firm.

Keystone Financial Services is extremely competent and knowledgeable about the issues to guide me through the challenging process. – March 2022

  • - Faye D.
Faye is a client of Keystone Financial Services and is not being compensated for sharing their opinion and experience with our firm. Any compensation creates a conflict of interest and Fayes's comments may not be representative of any other person's experience with the firm.

The staff is extremely knowledgeable and very professional and are extremely good at what they do. However, they remain very “user friendly” for those of us who are not gifted in our financial planning endeavors. I feel very secure in their handling of my financial planning – March 2022

  • - Pam B.
Pam is a client of Keystone Financial Services and is not being compensated for sharing their opinion and experience with our firm. Any compensation creates a conflict of interest and Pam's comments may not be representative of any other person's experience with the firm.

The team goes above and beyond with answering questions and helping me make informed financial decisions. – October 2022

  • - Roxanne F.
Roxanne is a client of Keystone Financial Services and is not being compensated for sharing their opinion and experience with our firm. Any compensation creates a conflict of interest and Roxanne’s comments may not be representative of any other person's experience with the firm.

Honest, trustworthy people who care about you and your family with great, solid financial advice. – October 2022

  • - Michelle G.
Michelle is a client of Keystone Financial Services and is not being compensated for sharing their opinion and experience with our firm. Any compensation creates a conflict of interest and Michelle’s comments may not be representative of any other person's experience with the firm. PERMSSION GRANTED

Keystone is a one stop shop for everything financial, provides referrals to related services, and has my best interests in mind. They are financial experts and good people who I trust and enjoy. – March 2023

  • - Sue T.
Sue is a client of Keystone Financial Services and is not being compensated for sharing their opinion and experience with our firm. Any compensation creates a conflict of interest and Karen’s comments may not be representative of any other person's experience with the firm.

I feel like I could be on the sales team! I tell people all the time how great you all are. I can’t thank you enough for all you have done for my family, especially after the loss of my dad. – October 2022

  • - Karen B.
Karen is a client of Keystone Financial Services and is not being compensated for sharing their opinion and experience with our firm. Any compensation creates a conflict of interest and Karen’s comments may not be representative of any other person's experience with the firm.

The client experience stories listed on this page are considered “testimonials” by the SEC and are intended to provide a narrated example of the services and solutions provided by Keystone Financial Advisors, LLC. to its clients. The testimonials are provided by actual clients of Keystone Financial Advisors, LLC. The storylines illustrate real-life scenarios and challenges that our clients face and how we have served as their investment and planning guide through these experiences. Our firm does not compensate our clients directly or indirectly for any testimonials, nor do we believe there are any reportable conflicts of interest between the client and the firm with the use of this testimonial.

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Keystone Financial Services is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Keystone Financial Services and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Keystone Financial Services unless a client service agreement is in place.

The Certified Financial Planner (CFP®) designation is a voluntary certification that is recognized in the United States and a number of other countries for its (1) high standard of professional education, (2) stringent code of conduct and standards of practice, and (3) ethical requirements that govern professional engagements with clients.
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:

  • Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). The CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
  • Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
  • Complete a minimum of three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and
  • Agree to be bound by the CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for the CFP® professionals.

Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks:

  • Complete thirty hours of continuing education hours every two years, including two hours related to the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and
  • Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, LLC.
These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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