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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

KeyStone Financial

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Eau Claire, WI
KeyStone Financial

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KeyStone’s mission is to serve, advise and grow with our clients AEWM and Keystone Financial are not affiliated companies.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. We are an independent insurance agency. Our firm is not affiliated with the U.S. government or the federal Medicare program.

11/04/2026

What's the right fit for your retirement healthcare? 🩺 Compare Original Medicare + Medigap Supplement plans against Medicare Advantage to find the right balance of premium, coverage, and network flexibility.

10/31/2026

A lasting legacy can be more than money left behind. Sharing a special trip with children and grandchildren can create memories together while you’re still here to enjoy them.

10/29/2026

📣 Open Enrollment is here!

Your health insurance deserves a fresh look. Open Enrollment is the perfect time to review your coverage, explore your options, and make sure your plan still fits your needs and budget.

At KeyStone, we’re here to help you navigate your options and feel confident in your decisions.

✔️ Review your current coverage
✔️ Explore plans that fit your needs
✔️ Get help understanding your options

Ready to review your health insurance options?
Send us a message or call Keystone Financial to schedule a time to discuss your coverage before Open Enrollment ends!

📍 Proudly serving Eau Claire and the surrounding communities.

10/27/2026

Big life changes—or election season—can make your retirement plan feel like a roller coaster. A steady plan and a second set of eyes can help keep fear from grabbing the controls. Make a plan before emotions take the wheel.

10/24/2026

Long-term care is one of the biggest risks in retirement, but it does not have to mean a use-it-or-lose-it scenario. Asset-based coverage allows your benefits to grow over time and ensures that whatever is left behind goes directly to your beneficiaries if care is not needed.

10/23/2026

Happy work anniversary, Jesse! You're the best! 🎉

10/22/2026

Happy anniversary! Thirty-five years together is such a treasure! ✨

10/22/2026

Standard long-term care plans can feel like a gamble, but asset-based strategies offer a safer path. You can protect your money from market volatility while gaining extra coverage for future care expenses. If you never use the care, the principal remains yours. Have you started your planning yet?

10/20/2026

October is a full month at Keystone. Happy birthday, ladies!

10/20/2026

Your wealth manager and tax CPA should speak the same language! 🤝 Integrating tax planning into your investment strategy prevents unnecessary tax drag and maximizes your net wealth.

Address

4252 Southtowne Drive, Suite D
Eau Claire, WI
54701

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+17158356022

Website

http://keystonecv.com/

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