Keystone Financial Management is a distinctive family of companies that provides products and services for financial planning and consulting designed to build and protect your financial wealth. Through the applied resources of its three entities, Keystone Financial Management brings value to companies and individuals by helping them create a unified financial approach to accumulating and preservin
g wealth. Our organization offers a wide range of products and services for wealth management, business and succession planning, retirement planning and compensation design solutions. These products and services become tools in helping our clients achieve clear and meaningful goals. Jason Monteagudo, an Investment Advisor Representative with Keystone Financial Management, provides financial products and services designed to build and protect your wealth and financial future. He can help ensure that your loved ones are protected and provided for now and throughout their lives. Jason seeks to truly understand his clients goals and values in a way that can only be achieved by developing a deep, long- lasting, client oriented relationship. A graduate of Penn State University, Jason Monteagudo entered the financial services industry directly out of college and has been dedicated and passionate about helping people meet their financial goals ever since. He helps provide innovative solutions for his clients and bring service to them as they progress through all phases of their lives. Focusing squarely on what’s important to you, Jason conducts a thorough analysis of your current financial situation. His goal is to reduce pressure on you for a quick decision and not move forward until you are comfortable. He takes the time to explain your distinct challenges and opportunities and how you can work together to address them. Jason feels that an informed and educated client makes better short-term decisions – and better short-term decisions lead to better long term results. Whether you are just starting a family, focused on wealth accumulation, retirement preparation, or focused on distributing the wealth you have built over your lifetime, Jason is able to provide the education and service you are looking for. Registered Representative/Securities and Advisory Products Offered through Signator Investors, INC. Member FINRA,SIPC, a Registered Investment Advisor. Keystone FInancial Management is independent of John Hancock and Signator Investors, Inc. 1624 Hausman Road, Allentown, PA 18104. (610) 530-2112
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