Keystone Financial Group

  • Financial Services
  • Lexington KY
  • 33 employees
  • Financial Services
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Company Overview

Headquarters
527 Wellington Way Suite 225, Lexington KY
Website
keystoneky.com
Phone
(859) 317-8316
Employees
33
Founded in
2008
Industry
Financial Services
NAICS Code
NAICS Code 5416 Companies
NAICS Code 54161 Companies
NAICS Code 541 Companies
NAICS Code 54 Companies
NAICS Code 541611 Companies
SIC Code
SIC Code 874 Companies
SIC Code 621 Companies
SIC Code 87 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$15B

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Who is Keystone Financial Group

Keystone Financial Group (KFG) is an independent financial service organization located in Lexington, Kentucky. As a company, KFG is comprised of 33 employees and generates around $15 million in annual revenue. KFG provides a comprehensive suite of financial services designed to cater to the diverse needs of individual clients. These services encompass financial planning, retirement planning, portfolio management, estate planning, education planning, and insurance planning. Additionally, they offer expertise in areas such as 401(k)s, IRAs, trust accounts, charitable giving, and risk management. KFG distinguishes itself by emphasizing a mission of partnership with its clients, built on a foundation of education, communication, and service exceeding expectations. The company strives to empower clients with the knowledge and confidence to make informed financial decisions. To learn more about Keystone Financial Group and its services, please visit their website at keystoneky.com. For a list of states in which they are registered to do business, you can also visit this website.

Keystone Financial Group Industry Tags

Comprehensive Financial Planning
401ks
IRAs
Trust Accounts
Retirement Planning
Mutual Funds & Exchange Traded Funds
Portfolio Management
Stocks
Insurance Planning
Education Estate Planning
Education Planning
Financial Services
Financial Advisory Services
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Keystone Financial Group Tech Stack

HTML
Google Analytics
ASP.NET
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FAQ

What is the location of Keystone Financial Group's headquarters?
The headquarters of Keystone Financial Group are situated at 527 Wellington Way Suite 225, Lexington KY
What is Keystone Financial Group's phone number?
Keystone Financial Group's contact number is (859) 317-8316.
What is Keystone Financial Group's official website?
The official website of Keystone Financial Group can be found at keystoneky.com.
What is Keystone Financial Group's current revenue?
As of October 2016, Keystone Financial Group's annual revenue reached $15B.
How many employees does Keystone Financial Group currently have?
Keystone Financial Group employs approximately 33+ people as of October 2016
Which industries is Keystone Financial Group primarily operating in?
Keystone Financial Group operates in the following industries: Finance, Credit
What are Keystone Financial Group's industry tags?
Keystone Financial Group's industry tags include: Comprehensive Financial Planning, 401ks, IRAs
When was Keystone Financial Group founded?
Keystone Financial Group was founded in 2008.

Employee Directory

Key Employees

Brian Minier

Partner

Phone Email

Mike Kretz

Financial Advisor

Phone Email