Keystone Financial Group Email Format

Financial ServicesKentucky, United States11-50 Employees

Keystone Financial Group is an independent financial services firm headquartered in Lexington, Kentucky, at 527 Wellington Way Suite 225. It offers a range of advisory and planning services including comprehensive financial planning, retirement planning, portfolio management, estate planning, education planning, and guidance on 401(k)s, IRAs, and trust accounts, along with insurance planning, charitable giving, and risk management. Securities are offered through LPL Financial, a FINRA/SIPC member, while investment advice is provided by Keystone Financial Group as a registered investment adviser separate from LPL. The firm describes a client-partner approach focused on education, communication, and service to help clients address financial matters with confidence. The company employs 11-50 people and, in 2023, reported an investment of approximately 1.48 million in The Walt Disney Company.

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