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KeyStone Financial

5.0

About this business

This company offers the following planning and investment services: retirement planning, estate planning, annuities, life insurance and investment advice. 

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
5.022 reviews
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Mike Kivlin's profile image
Mike Kivlin 
on Google
2 months ago
Eric's profile image
Eric 
on Google
2 months ago

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

Sue Crisp's profile image
Sue Crisp 
on Google
4 months ago

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. 

Pauline Kothbauer's profile image
Pauline Kothbauer 
on Google
5 months ago

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. 

Judith Lewis's profile image
Judith Lewis 
on Google
5 months ago

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

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Frequently asked questions about KeyStone Financial

How is KeyStone Financial rated?

KeyStone Financial has a 5 star rating with 22 reviews. 

When is KeyStone Financial open?

KeyStone Financial is closed now. It will open tomorrow at 8:30 a.m. 

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