This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
This company offers the following planning and investment services: retirement planning, estate planning, annuities, life insurance and investment advice.
4252 Southtowne Dr, Suite D, Eau Claire, WI, 54701, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 8:30 a.m. to 5:00 p.m. | |
Tue | 8:30 a.m. to 5:00 p.m. | |
Wed | 8:30 a.m. to 5:00 p.m. | |
Thu | 8:30 a.m. to 5:00 p.m. | |
Fri | 8:30 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
When I was working I keep hearing Pat on the radio talking about investing in my future. I had always invested through my company's 401k plan. I decided to talk to Pat at Keystone. He was very informative on how I could protect my money and save for the future. That was the best decision I ever made. My wife and I both put our retirement in Keystones hands and we were able to retire early with a steady income. Pat has added Jesse to the keystone family. Jesse is very knowledgeable with not only investing but also tax implica... read more
I like the fact that the staff knows me and my interests. They are willing to take the time to get to know me and my financial needs.
It is wonderful to have Pat Couture and his knowledgeable staff caring for our investment. Great staff, very kind and helpful. Any questions they are always there to assist. This is the best decision we made.
I attended a meet and greet luncheon with Keystone Financial and was impressed by the insights offered by Patrick and Jesse. I had made investments during my years as an educator, but truly had little understanding of what was happening with my portfolio. Now, I have a chance to talk with Patrick and Jesse about how to best utilize my investments to enjoy retirement. They are very patient with my questions and are always willing to answer a call or meet with me. I am thankful that I chose to attend the luncheon and find the ... read more
KeyStone Financial has a 5 star rating with 22 reviews.
KeyStone Financial is closed now. It will open tomorrow at 8:30 a.m.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com