Keystone Financial Services was founded in 2005 based on four values, Knowledge, Integrity, Service, and Trust. We wanted to focus on educating our clients about different financial topics with an emphasis on their employee benefits. Many companies provide wonderful benefits that employees are not aware of; it is our objective to help them use those benefits to pursue their financial goals.
Marian Wright Edelman is quoted as saying, “Education is for improving the lives of others and for leaving your community and world better than you found it.” Keystone Financial Services strives to educate our clients as much as possible about their personal finances. Realizing that financial planning can be quite intimidating and confusing at times, it is the goal of our firm to explain the role of finances and its application to various aspects of life. Each individual’s goals and dreams are uniquely different and we understand this. Therefore, here at Keystone, we work with our clients to create a personalized plan in order to help them work towards a bright future.