Keystone Financial Group

Leitchfield, Kentucky

Call (270) 259-0033 Visit website →

About

Keystone Financial Group is an independent SEC-registered investment advisory firm founded in 2008 with offices across Kentucky, including Leitchfield. The firm offers financial planning and investment management services through advisors holding credentials such as CFP and CPA, using a structured process (EGPRIM) that emphasizes fact-gathering, strategic recommendation, and ongoing monitoring. The firm partners with LPL Financial as custodian and provides access to research and diverse investment options, with a stated approach centered on understanding client needs and meeting twice yearly for review.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
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