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8178 Gadsden Hwy Ste 104, Ste 104, Trussville, AL, 35173, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 5:00 p.m. | |
Tue | 9:00 a.m. to 5:00 p.m. | |
Wed | 9:00 a.m. to 5:00 p.m. | |
Thu | 9:00 a.m. to 5:00 p.m. | |
Fri | 9:00 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
We’ve been working with this office for several years, first with David and now with Seth, and have had a great experience. Seth is down-to-earth, easy to talk to, and takes the time to explain everything clearly. He’s guided us through debt-reduction strategies, retirement planning, options for our side business, estate planning such as setting up a trust, and discussions about insurance and long-term care. Their in-house accountant has also been helpful with taxes information, and the office staff are always kind and atten... read more
David is extremely Knowledgeable about the market and all things financial. He takes his time to explain in detail his recommendations. He evaluates your goals of current and future wishes and defines a plan to see those goals through to reality.
David is not only willing to go the extra mile for his friends, but also his clients. In fact his clients become his friends. He has his head in the game when it comes to the market and he is an overall great person. Sometimes he gives you information you may not want to hear but need to.
David is extremely rude don't know how they stay in business
Keystone Financial Group has a 4 star rating with 4 reviews.
Keystone Financial Group is closed now. It will open at 9:00 a.m.
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