• Roxanne F.

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

  • Ron K.

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

  • 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.

  • 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.

  • Faye D.

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

  • 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

  • Michelle G.

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

  • 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.

  • 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.

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

We are fiduciaries, which means we are legally required to act in your best interest, 100% of the time.

We have no proprietary products and we’re not paid on commission.

We are a fully-independent Registered Investment Advisor firm.

Turn “What If” into “What’s Next?”