Keystone Advisory Solutions
Financial Services • 
Pine, Pennsylvania, United States • 1-10 Employees
Company overview
| Headquarters | 11676 Perry Highway, 3104, Wexford, PA 15090, US |
| Phone number | +17247192527 |
| Websites | |
| NAICS | 52 |
| Founded | 2016 |
| Employees | 1-10 |
| Socials |
Key Contact at Keystone Advisory Solutions
Charles Kelly
CEO and Managing Partner
About Keystone Advisory Solutions
Keystone Advisory Solutions, LLC. was founded by Charles E. Kelly Jr., in February 2016. He along with Associate Partners Ross Marshall and Richard Owens, bring with them over 75 years of industry experience. Their firm, based in Wexford Pennsylvania, serves clients needs in the Keystone State, as well as the neighboring states of Ohio, Maryland, New Jersey, and West Virginia. Charles and his team partnered with James A. Mallon, former CEO and President of American General Life and Accident Insurance Company, as one of the founding members of LiveAmerica. Under Mallon's leadership, LiveAmerica has emerged as one of the industry's elite Independent Marketing Organizations focused on solving clients needs through a consultative planning process and the use of products that provide superior differentiated living benefit alternatives to traditional life insurance and investment products.
Keystone Advisory Solutions revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Keystone Advisory Solutions has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Keystone Advisory Solutions has never raised funding before.
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