Keystone Financial Group

Louisville, Kentucky

5.0 (9 reviews)
Call (502) 206-3373 Visit website →

About

Keystone Financial Group is an SEC-registered investment advisory firm founded in 2008 with offices across Kentucky, including Louisville. The firm provides investment management services and uses a structured planning process (EGPRIM) that emphasizes understanding client needs, building customized strategies, and ongoing portfolio monitoring with recommended meetings at least twice annually. Led by advisors including Mike Hobbs, a CFP and CPA with over 30 years of experience in retirement and family financial planning, the firm partners with LPL Financial as custodian and had surpassed $2 billion in assets under management as of November 2021.

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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