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Testimonials

As a Keystone client for many years, I’ve never had a single regret. Keystone’s attention to my financial well-being and including me in the (financial) planning process leaves no doubt or uncertainty about our financial status.

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

The people at Keystone are always looking out for your best interests.

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

Very client-oriented fiduciaries.

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

Great service, excellent results, impeccable integrity, and Joy and I feel truly valued.

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

Personal service. Excellent communication. Helped guide us in our decision-making process by offering us options and the benefits of each path forward.

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

Friendly and honest people work at Keystone. I feel comfortable with them investing my money.

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

Keystone Financial Services has the most friendly and outgoing staff that are focused on your financial management needs that we have ever encountered.

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

The people at Keystone financial are like family to us and treat us as they would their family with kindness and respect.

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

I believe Keystone does their job for me with integrity and truthfulness.  I appreciate the meetings to stay on top of things.  I believe they are truly working FOR me. For many years, I have seen my investments do well through Keystone.  The office feels like family – I know they care!

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

Josh has a great deal of industry experience and is very knowledgeable about finance and investing options. At the same time, he translates that information into plain English for those of us less inclined to understand finances.

  • - Shirley P.
Shirley is a client of Keystone Financial Services and is not being compensated for sharing her opinion and experience with our firm. Any compensation creates a conflict of interest and Shirley’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.

In accordance with Rule 206 (4)-1 of the Investment Advisers Act of 1940, our firm may provide a flat fee to participate in non-affiliated programs that seek to match prospective advisory clients with investment advisers. These programs provide information about investment advisory firms to consumers who have expressed an interest in such firms. The program also provides the name and contact information of such persons to the advisory firms as potential leads. The flat fee we pay for being provided with potential leads may vary depending on the region or territory we request to receive referrals in. Such compensation arrangements will not result in higher costs to the referred client. The following information will be disclosed clearly and prominently to referred prospective clients at the time of introduction to our firm:

  • Whether or not the unaffiliated program/person is a current client of our firm,
  • A description of the cash compensation provided by our firm to the unaffiliated person in exchange for the referral/endorsement, if applicable, and
  • A brief statement of any material conflicts of interest on the part of the unaffiliated person giving the referral resulting from our firm’s relationship with such unaffiliated person. 

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