Keystone Financial Management Revenue

Financial Services • Nazareth, Pennsylvania, United States • 11-20 Employees

Keystone Financial Management revenue & valuation

Annual revenue	$1,112,215
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,600,000
Total funding	No funding

Key Contacts at Keystone Financial Management

Debra Mosser

Director Of Field Supervision

Debra Mosser

Director Of Field Supervision

Company overview

Headquarters	112 S. Broad Street, Nazareth, PA 18064, US
Phone number	+16105302112
Websites	keystonefinancialmangement.com kfmadvisors.com
NAICS	52
Keywords	Investments, Managed Accounts, Annuities, Insurance, Long Term Care
Founded	2001
Employees	11-20
Socials

Keystone Financial Management Email Formats

Keystone Financial Management uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@kfmadvisors.com), used 62.5% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@kfmadvisors.com	62.5%
{first initial}{last name}	jdoe@kfmadvisors.com	25%
{first name}	john@kfmadvisors.com	12.5%

About Keystone Financial Management

Offering Financial Strength & Stability for Over 20 Years Since 2001, Keystone Financial Management has been unconditionally committed to strengthening and supporting the advisors and clients we serve, ensuring they have the power and the tools they need to build the financial future they envision. Whether you are an individual seeking insurance and investment advice or an advisor looking for a team that offers guidance and support, you’ll have access to an experienced network of nationally recognized financial professionals. With dozens of offices in Pennsylvania, New York, and beyond, our network of nearly 100 advisors are committed to helping clients plan for their financial futures, build their investments, and protect their assets. Each advisor brings their own unique experience, expertise, and process to their practice, along with the tools, support, and technology provided by our own broker-dealer. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. CALIFORNIA INSURANCE LICENSE NUMBER 4426725 We are strongly committed to diversity and equal opportunity For additional information please visit our website: www.keystonefinancialmanagement.com CA Insurance License Number 0H29775 Arkansas Insurance License Number 2020136 Minnesota insurance License Number 40125747 https://www.sipc.org/ https://www.finra.org/#/

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

Vice President

Employees by Department

Keystone Financial Management has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

Keystone Financial Management has never raised funding before.

Frequently asked questions

Keystone Financial Management is located in Nazareth, Pennsylvania, US.

You can reach Keystone Financial Management at +16105302112.

Keystone Financial Management generates an estimated annual revenue of $1,112,215. This revenue figure reflects the company's market position and business performance in its industry.

Keystone Financial Management has an estimated valuation of $3,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Keystone Financial Management was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.

Keystone Financial Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Keystone Financial Management

Debra Mosser

Director Of Field Supervision

Debra Mosser

Director Of Field Supervision

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