Reviews of Keystone Financial Resources LLC (Financial Consultant)

Ray Mistry

Jonathan and his staff are very accommodating and take the time explain how your money will work for you.

Ewar

This firm pushes high commissioned annuities, good for the seller, not good for the investor. Met with one of the owners, Jonathan Scott three times. Each time we had to wait 15-25 minutes before he was ready to see us and every proposal he presented included investing the majority of our portfolio in disguised annuities products, even though we communicated multiple times that we did not need annuities. Finally, we decided he wasn't listening, he just wanted to sell us annuities, something we didn't see as a good investment for our retirement portfolio and we cancelled our fourth meeting. We worked hard to save money for our retirement and don't need it tied up in annuities.

Patti Hansen

We were so lucky to have found Jonathan and the Keystone family. We can't say enough good things about them and their services. High integrity and just plain nice people.

John Mark Walker

We've been with Keystone Financial since 2011 and continue to be impressed by the thoroughness of their services. They really go the extra mile to show you they care.

Marcello D

We had a very pleasant experience with the management at Keystone. I highly recommend them.

Jimmy Lawson

The staff at Keystone are really good at what they do. They took the time to really get to know me and my situation. I felt that they responded to what I wanted and didn't try to push me in any direction. They are excellent teachers who guide you through your investments. I recommend giving them a call. For me, it was life-changing.

Josh Damons

Great expectations from a great company.