Keystone Financial Group Overview
Investment advisory and financial planning services of the Keystone Financial Group are provided by David R. Guttery, RFC, RFS, CAM. Other professional services beyond the scope of Keystone Financial Group are available through a resource network of professionals. The resource network is comprised of independent professionals, each having a distinctive competency in their respective fields and firms. David routinely works with these, and other financial professionals with whom his clients may already have an established relationship. When no such relationships exist, clients are encouraged to make inquiries of multiple professionals that might provide a given service. Ultimately, that choice should be made by the client, as a function of competency, trust, and comfort.
David R. Guttery
Keystone Financial Group
As President and Founder of Keystone Financial Group, David’s goal is to design, implement, and monitor the financial road map between today and tomorrow, each being individually tailored to the client, and focused upon the efficient achievement of their goals.
Director of Marketing & Manager of Client Services
Keystone Financial Group
Meredith helps to keep our clients well informed and educated about our current news and pro-cesses. She is well versed in the financial industry due to experience from a previous broker-dealer and has an extensive professional background in marketing.
Stone, Avant, Daniels
Kelley is a native of Calhoun County, Alabama and a graduate of Jacksonville State University and the University of Alabama at Birmingham. She has practiced as a CPA for over 30 years assisting small businesses and individuals with accounting and tax needs. Outside the office, Kelley spends her time with her family traveling and supporting her two sons in their sporting events.
Deerfoot Insurance Agency
Deerfoot Insurance Agency is an independent agency with the ability to utilize different providers to meet their customer’s unique insurance needs. They have served families, individuals and busi-nesses in central Alabama since 2001. Owner Bill Stuman lives in Springville with his wife, Meleigha and son Grant.
Business and Estate Planning legal service referrals available. Due to regulations of the Alabama Bar Association, we are not permitted to print our resource contact information. If you are in need of legal counsel, names and contact details are available upon request.
Keystone Financial Group is here for you when you need us. Please feel free to fill out the form for general inquiries concerning our products, support, or help with purchasing our products. Thank you for your interest in our services!
Hours of Operation: 8am-5pm M-F
Phone: (205) 655-7526
For those persons inquiring from states where I do not currently hold securities and/or insurance licenses, I cannot transact business in that state nor provide follow-up or individual responses, until after obtaining the appropriate licenses and/or registrations in that state.