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KeyStone Financial

5.0

About this business

Location details

4252 Southtowne Dr, Suite D, Eau Claire, WI, 54701, United States

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WeekdayScheduleStatus
Mon8:30 a.m. to 5:00 p.m.
Tue8:30 a.m. to 5:00 p.m.
Wed8:30 a.m. to 5:00 p.m.
Thu8:30 a.m. to 5:00 p.m.
Fri8:30 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.049 reviews
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Lois Barrett “Hands of Blessing Designs”'s profile image
Lois Barrett “Hands of Blessing Designs” 
6 days ago

We have a long term relationship with Keystone. Personnel are extremely friendly and helpful. 

Mike Freitag's profile image
Mike Freitag 
a week ago

Best people to deal with bar none! 

Kathy Markus's profile image
Kathy Markus 
2 weeks ago

I changed to Keystone after a free seminar-not due to pressure but due to strategy and knowledge. I have not been disappointed on any level. They continually impress me with their customer service and willingness to explain everything even answering hard questions I had about investments and tracking my money. Bottom line is they treat me as the owner of my money and have exceeded my expectations. I truly believe tax consequences should be the highest priority for any investor. They offer multiple areas of service and I used... read more

Lonnie Frock's profile image
Lonnie Frock 
4 weeks ago

We have been with Keystone since 2007. We love that we are always treated with respect and kindness. Pat always goes up and above for his clients, he is so patient and has open our eyes to different avenues that we can go with our retirement planning. He has widen the business beyond investments as there is an on staff with Estate Planning, Taxes and Insurance for life, health and Medicare. All his team are highly qualified in assisting your needs to get you on the right track. Not to forget the awesome events Keystone holds... read more

Gale Boettcher's profile image
Gale Boettcher 
a month ago

We've been with Keystone Financial for 15 years. They are great to work with, have your best interest first. Staff is friendly and professional and very wise in financial and other matters. We are very satisfied with the services provided by Keystone Financial 

Frequently asked questions about KeyStone Financial

How is KeyStone Financial rated?

KeyStone Financial has a 5 star rating with 49 reviews. 

When is KeyStone Financial open?

KeyStone Financial is open now. It will close at 5:00 p.m. 

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