KF
Keystone Financial Group
Keystone Financial Group: Trusted, personalized financial guidance in Lexington.
5
Business
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Keystone Financial Group: Trusted, personalized financial guidance in Lexington.
Keystone Financial Group, located at 527 Wellington Way #225, Lexington, KY 40503, offers professional financial planning and advisory services. Clients praise Spencer's knowledge and responsiveness and Sean Melican's personable, well-qualified guidance. Reviewers describe Keystone as trusted advisors who provide professional, personalized planning and attentive support from the front office to the advisor.
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Comprehensive analysis and personalized strategies to help you achieve short-term and long-term financial goals, including budgeting, savings, and debt management.
Expert guidance on investment portfolios, asset allocation, and risk management to optimize returns and align with your financial objectives.
Tailored advice and strategies for retirement savings, income planning, and estate considerations to ensure a secure and comfortable retirement.
Holistic services covering investment, tax planning, and estate planning to preserve and grow your wealth over time.
One-on-one sessions with knowledgeable advisors to discuss financial concerns, review plans, and provide ongoing support and adjustments.
Overall rating
Bluegrass Man
Great company to work with! I have been with Spencer for many years and is a great advisor to work with!
Lesley Hyatt
I have worked with Keystone for over a year now and am grateful for their expertise and knowledge. They have become trusted advisors!!
Brian Hyatt
Keystone Financial has been amazing to work with. I have the pleasure of working with Spencer and his knowledge and responsiveness is second to none. My parents also work with Keystone and I am so thankful for the guidance and help.
Lauren Rister
I appreciate the professionalism and the time taken to assist me in creating a financial plan at Keystone. Everyone has been wonderful to work with, from the front office staff to my advisor.
Joe Edwards
When our financial advisor retired 18 months ago, we did our homework on picking someone we had confidence in to help us make investment decisions as we get closer to retirement. We could not be more pleased with Sean Melican in the Keystone Financial Group who is well qualified and very personable. He takes time to get to you and to know personal financial goals. I strongly recommend him!
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