Keystone Financial Group

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Description

  • 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 clients 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.
  • location

    Headquarters:527 Wellington Way Suite 225, Lexington, Kentucky, United States

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  • Keystone Financial Group phone

    Phone Number: +1 859-509-4472

  • Keystone Financial Group website

    Website: https://www.keystoneky.com

  • Keystone Financial Group employees

    Employees:13

  • Keystone Financial Group revenue

    Revenue:$1 - 10M

  • Keystone Financial Group legal name

    Legal Name:Keystone Financial Group

  • Keystone Financial Group's Social Media

    Keystone Financial Group linkedin Keystone Financial Group facebook Keystone Financial Group twitter
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  • |  NAICS Code: 561499  |

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Person level website identification

President for Keystone Financial Group

Andrew Spaulding

President

Person level website visitor identification

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View Employees

Andrew Spaulding

President

Lynn Berry

President

Jim Rogers

Founder And Owner

Glenn Price

Owner

Fiduciary Brian Minier

Partner, Financial Planner

Frequently Asked Questions regarding Keystone Financial Group

  • Where are Keystone Financial Group's Headquarters?

    Keystone Financial Group's Headquarters are in 527 Wellington Way Suite 225,Lexington,Kentucky,United States

  • What is Keystone Financial Group's phone number?

    Keystone Financial Group's phone number is +1 859-509-4472

  • What is Keystone Financial Group's official website?

    Keystone Financial Group's official website is https://www.keystoneky.com

  • What is Keystone Financial Group's Revenue?

    Keystone Financial Group's revenue is $1 - 10M

  • What is Keystone Financial Group's NAICS code?

    Keystone Financial Group's NAICS code is 561499

  • How many employees are working in Keystone Financial Group

    Keystone Financial Group has 13 employees

  • What is Keystone Financial Group's Industry?

    Keystone Financial Group is in the industry of Financial Services

  • Who is Keystone Financial Group's President?

    Keystone Financial Group's President is Andrew Spaulding

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