Keystone Advisory Solutions, LLC.
Financial Services
11676 Perry Highway
3 employees
- Employees
- 3
Keystone Advisory Solutions, LLC. Overview
- Headquarters
- 11676 Perry Highway
- Phone Number
- Available in AeroLeads
- Website
- keystoneadvisorysolutions.com
- Industry
- Financial Services
- Employees
- 3
- Founded
- 2016
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Keystone Advisory Solutions, LLC.
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, LLC. Contact Details
- People in AeroLeads
- 1
Keystone Advisory Solutions, LLC. Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Charles Kelly, Jr. | Founder and CEO, Keystone Advisory Solutions, Llc |
View
|
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 0 |