Our Firm


KEYSTONE FINANCIAL GROUP

42 YEARS OF SERVICE

SINCE JAN 1975

 

Keystone Financial Group has been offering people in our community a full range of financial products and services for 42 years (January 1975, to the present). Our associates believe that tax planning**, retirement planning, and estate conservation should be top priorities for individuals and families of all ages and income ranges.



Because many people regard financial planning* as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also tend to take unnecessary risks and fail to adequately protect their assets.



That's where Keystone Financial Group can help. Our goal is to take the mystery out of investing*, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with you.



We represent a full range of investment* and insurance companies to help you with your financial concerns.



Here are a few of their websites:

Accessor Funds - An Investment Management Company

American Funds - An Investment Management Company

Eaton Vance Funds - An Investment Management Company

Hornor, Townsend & Kent, Inc. - Our Broker Dealer, and wholly owned subsidiary of Penn Mutual

Fidelity Advisor Funds - An Investment Management Company

Manning &  Napier - An Investment Management Company

Massachusetts Financial Services - The oldest Mutual Fund in the United States

NetX360- Client account Access

Oppenheimer Funds - An Investment Management Company

Penn Mutual Life Insurance - The second oldest insurance company in the country

Pennsylvania Trust Company - An Investment Management Company

Pershing, LLC - An Investment Management Company

SEI Investments - An Investment Management Company



** HTK does not provide tax advice. Please consult a qualified tax advisor regarding your individual circumstances.