Keystone Financial Group

www.keystoneky.com

Keystone Financial Group (KFG) is an independent financial service organization. Our Advisors have access to wide range of financial services and research to help ensure each client’s wealth is strategically managed and invested. KFG Advisors offer 'solution based' advice that is customized to each individual client in the following areas: Comprehensive Financial Planning Retirement Planning Portfolio Management Estate Planning Education Planning 401ks, IRAs, Trust Accounts Insurance planning Charitable Giving Risk Management Access to Investments Mutual Funds & Exchange Traded Funds Stocks CDs, Taxable and Tax Free Bonds Unit Investment Trusts & REITs Variable, Fixed, & Immediate Annuities Life, Health, and Long Term Care Insurance The mission of KFG is to partner with our clients through education, communication, and service that exceed client expectations. This ongoing partnership provides the foundation for KFG clients to feel confident in addressing all things financial. Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Keystone Financial Group, a registered investment advisor and separate entity from LPL Financial.

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Keystone Financial Group (KFG) is an independent financial service organization. Our Advisors have access to wide range of financial services and research to help ensure each client’s wealth is strategically managed and invested. KFG Advisors offer 'solution based' advice that is customized to each individual client in the following areas: Comprehensive Financial Planning Retirement Planning Portfolio Management Estate Planning Education Planning 401ks, IRAs, Trust Accounts Insurance planning Charitable Giving Risk Management Access to Investments Mutual Funds & Exchange Traded Funds Stocks CDs, Taxable and Tax Free Bonds Unit Investment Trusts & REITs Variable, Fixed, & Immediate Annuities Life, Health, and Long Term Care Insurance The mission of KFG is to partner with our clients through education, communication, and service that exceed client expectations. This ongoing partnership provides the foundation for KFG clients to feel confident in addressing all things financial. Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Keystone Financial Group, a registered investment advisor and separate entity from LPL Financial.

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Country

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State

Kentucky

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City (Headquarters)

Lexington-Fayette

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Employees

11-50

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Founded

2008

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • President

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Chartered Financial Consultant

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Professional

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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