Keystone Financial Group
Leitchfield, Kentucky
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.
View details