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Company News

Home » Archive by Category "Company News"
19 May
Company News

Greer Earns CFP® Marks

  • May 19, 2022
  • By author-avatar Alyssa Hanzl
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Alexander Greer, a Financial Planning Assistant with Keystone Financial Partners, has been authorized by the Certified Financial Planner Board of Stan...

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14 Mar
Company News

International Women’s Day Recap

  • March 14, 2022
  • By author-avatar Alyssa Hanzl
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We had the most amazing day celebrating #internationalwomensday2022 with our clients! After brunch, we packed over 50 personal care bags for women at ...

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11 Feb
Company News

Department of Labor Notice

  • February 11, 2022
  • By author-avatar Alyssa Hanzl
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If you have a directly held IRA with Commonwealth, you will soon be receiving an important notice from Commonwealth Financial Network® regarding a Dep...

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01 Feb
Company News

Client Tax Forms Will Arrive Soon

  • February 1, 2022
  • By author-avatar Alyssa Hanzl
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Client tax documents for your accounts will begin generating in mid-January.   Accessing Your Tax Form If you are enrolled in e-notifica...

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31 Jan
Company News

Important News Regarding Plaid, Inc. Class Action Settlement

  • January 31, 2022
  • By author-avatar Alyssa Hanzl
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You may have recently received a Notice of Class Action Settlement regarding Plaid, Inc., the firm that links outside assets to your Investor360° acco...

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04 Nov
Company News

10th Annual Shred Event Recap

  • November 4, 2021
  • By author-avatar Alyssa Hanzl
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On October 26th, Keystone Financial Partners hosted their 10th Annual Shred Event. We were thrilled to have over 120 clients and guests join us to shr...

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11 Jun
Company News

Traveling in a Post-Pandemic World Recap

  • June 14, 2021
  • By author-avatar Alyssa Hanzl
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Thank you so much to everyone who joined us for our Traveling in a Post-Pandemic World webinar on June 10th. Crystal Burriss, Owner of DWB Vacations h...

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25 May
Company News

Pet Portrait Party Recap

  • June 11, 2021
  • By author-avatar Alyssa Hanzl
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Keystone Financial Partners held its first Pet Portrait Party on Saturday, May 22, 2021. The event took place at Dorothea Dix Park. As part of our Key...

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  • Who We Are
    • Our Story
    • Our Team
      • Jim Trull, AIF®, CFP®
      • Christopher Walsh, CFP®
      • Karen Brock, CFP®
      • Alexander Greer, CFP®
      • Alyssa Hanzl
      • Stephen Neubig
    • Our Process
    • Our Broker/Dealer
    • Our Community
    • Contact Us
  • Who We Serve
    • Young Professionals
    • Business Owners
    • High-Income Earners
    • Pre-Retirees
    • Current Retirees
    • Individuals In Transition
    • Real Client Stories
      • Retired
      • Nearing Retirement
      • Work Optional
      • Young Professional
      • Life In Transition
  • What We Do
    • Financial Planning
    • Wealth Management
    • Investment Management
    • Life Transition Planning
    • Second Opinion Program
  • Blog
  • Account Access
  • Let’s Talk
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