Keystone Financial Group

Financial Services - Lexington, KY, US

Keystone Financial Group Details

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 PlanningRetirement PlanningPortfolio ManagementEstate PlanningEducation Planning401ks, IRAs, Trust AccountsInsurance planningCharitable GivingRisk ManagementAccess to Investments Mutual Funds & Exchange Traded FundsStocksCDs, Taxable and Tax Free BondsUnit Investment Trusts & REITsVariable, Fixed, & Immediate AnnuitiesLife, Health, and Long Term Care InsuranceThe 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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Website: keystoneky.com
Employees: 20 - 49
HQ: 859-317-8316
Location: Lexington, KY, US
Revenue: 2.5 - 5 Million
Comprehensive Financial Planning 401ks IRAs Trust Accounts Retirement Planning Mutual Funds & Exchange Traded Funds Portfolio Management Stocks Insurance Planning Education Estate Planning Education Planning Mutual Funds & Exchange Traded Funds Financial Services Financial Advisory Services
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