Keystone Advisory Solutions, LLC.
Financial Services - Wexford, PA, US
Keystone Advisory Solutions, LLC. Employees
Keystone Advisory Solutions, LLC. Senior Management
Keystone Advisory Solutions, LLC. Details
Keystone Advisory Solutions, LLC. was founded by Charles E. Kelly Jr., in February 2016. He along with Associate Partners Ross Marshall and Richard Owens, bring with them over 75 years of industry experience. Their firm, based in Wexford Pennsylvania, serves clients needs in the Keystone State, as well as the neighboring states of Ohio, Maryland, New Jersey, and West Virginia. Charles and his team partnered with James A. Mallon, former CEO and President of American General Life and Accident Insurance Company, as one of the founding members of LiveAmerica. Under Mallon's leadership, LiveAmerica has emerged as one of the industry's elite Independent Marketing Organizations focused on solving clients needs through a consultative planning process and the use of products that provide superior differentiated living benefit alternatives to traditional life insurance and investment products.
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