Michael W Kretz Inc
Michael W Kretz Inc, operating as Keystone Financial Group, is dedicated to providing customized financial services that prioritize the unique needs of each client. They specialize in a variety of areas including investment management, retirement planning, tax planning, and charitable giving, ensuring that clients receive tailored advice to support their financial goals.
The firm follows a structured process to build strong client relationships, starting with an introductory meeting to establish compatibility and culminating in a comprehensive investment plan that encourages ongoing communication and collaboration. With multiple offices across Kentucky, Keystone Financial Group emphasizes active management and continuous support to help clients navigate the complexities of their financial landscapes.
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