KEYSTONE ADVISORY GROUP

How does the advisor help clients – Key Takeaways:

KEYSTONE ADVISORY GROUP is a financial advisory firm that specializes in providing personalized financial planning and investment management services to individuals, families, and small businesses. With a team of experienced financial experts, KEYSTONE ADVISORY GROUP helps clients achieve their financial goals and build wealth for the future.

Facts and Insights:

According to publicly available data, here are some key facts and insights about KEYSTONE ADVISORY GROUP:

Financial Services Offered:

KEYSTONE ADVISORY GROUP offers a range of financial services including:

• Retirement planning
• Investment management
• Estate planning
• Tax planning
• Education planning

Client Types:

KEYSTONE ADVISORY GROUP works with a diverse group of clients, including:

• Individuals and families
• High net worth individuals
• Small business owners
• Retirees
• Young professionals

Fees & Compensation:

KEYSTONE ADVISORY GROUP operates on a fee-only structure, meaning that they do not earn commissions on the products they recommend. This ensures that their advice is unbiased and in the best interest of their clients. Fees are based on a percentage of assets under management and are transparent and easy to understand.

Background:

KEYSTONE ADVISORY GROUP was founded in 2005 by a team of financial experts who wanted to provide personalized and comprehensive financial planning services to individuals and families. The firm is headquartered in New York City and has offices in several other states.

Financial Advisor Disclosures to Know:

KEYSTONE ADVISORY GROUP is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). This means that they are held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. Additionally, all of their advisors have a clean compliance record, with no disciplinary actions or complaints reported.