Roxanne F.
The team goes above and beyond with answering questions and helping me make informed financial decisions.
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.
Ron K.
Great investment team and great support, for a lot of years.
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.
John B.
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.
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.
Tracy T.
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.
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.
Faye D.
Keystone Financial Services is extremely competent and knowledgeable about the issues to guide me through the challenging process.
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 Faye’s comments may not be representative of any other person’s experience with the firm.
Pam B.
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
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.
Michelle G.
Honest, trustworthy people who care about you and your family with great, solid financial advice.
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.
Sue T.
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.
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 Sue’s comments may not be representative of any other person’s experience with the firm.
Karen B.
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.
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.
How They Work
They are NOT fiduciaries
Your investments could have hidden fees, revenue sharing, and commissions.
They sell proprietary products and they get paid more for selling them to you.
They may not have the education and experience your financial situation requires.
They are NOT independent.
They only look at your investments.
VS
How We work
We are fiduciaries, which means we are legally required to act in your best interest, 100% of the time.
We are fee-only, and we have a simple, transparent cost structure.
We have no proprietary products and we’re not paid on commission.
Our advisors are Certified Financial Planners, the gold standard for financial advisors and planners.
We are a fully-independent Registered Investment Advisor firm.
We look at your entire financial picture and build a plan that suits your needs.