Testimonials

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

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 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 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 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 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 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 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 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 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.