KeyStone Financial

KeyStone Financial 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.

09/02/2026

What's your biggest worry in retirement?

08/17/2026

Retirement income can feel a lot different when your investments are designed to keep paying you—almost like a paycheck.

Dividend-paying investments can be one piece of a retirement income strategy, helping create a more consistent stream of income without relying solely on withdrawals from savings.

The goal isn’t just to retire with a number in an account. It’s to build a plan for how that money can continue working for you throughout retirement.

Jesse breaks down how retirement dividends can help turn your portfolio into a potential source of ongoing income.

A little game of Eye Spy Jesse 👀 Check your local newspapers for more.
08/03/2026

A little game of Eye Spy Jesse 👀

Check your local newspapers for more.

We're thankful for your leadership. Happy birthday, Jesse Becker! 🎉🎊🎈
07/15/2026

We're thankful for your leadership. Happy birthday, Jesse Becker! 🎉🎊🎈

06/09/2026

At Keystone, we believe in putting people first. That's why we treat our clients like family, providing genuine care and support every step of the way.




What a busy & fun week!
06/01/2026

What a busy & fun week!

POV: The team managing your finances is also trained to handle real-life emergencies. ❤️AED & CPR certified.
05/28/2026

POV: The team managing your finances is also trained to handle real-life emergencies. ❤️AED & CPR certified.




05/14/2026

This is your sign to create an estate planning & our team at Keystone is here to help!




The Keystone team spent the day volunteering at Hope Gospel Mission and at Feed My People food bank. What a gift it is t...
04/29/2026

The Keystone team spent the day volunteering at Hope Gospel Mission and at Feed My People food bank. What a gift it is to serve our community!

We got to celebrate our team member Saretta's birthday with some Affogato this morning! Happy birthday, Saretta! ☕️🍦🍨
04/13/2026

We got to celebrate our team member Saretta's birthday with some Affogato this morning! Happy birthday, Saretta! ☕️🍦🍨

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

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