Efren Infante, ChFC®
Keystone Financial Group

305 Exton Commons
Exton, PA 19341
Keystone Financial Group | Financial Advisor in Exton ,PA

About Keystone Financial Group

Keystone Financial Group has been offering people in our community a full range of financial products and services for over 34 years (January 1975, to the present). Our associates believe that tax planning**, retirement planning, and estate conservation should be top priorities for individuals and families of all ages and income ranges.

Because many people regard financial planning* as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also tend to take unnecessary risks and fail to adequately protect their assets.

That's where Keystone Financial Group can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with you.

We represent a full range of investment and insurance companies to help solve your financial concerns.


General Information

Firm Start Year:   1975
No.of Employees:   5-9
Name of Broker/Dealer:   Hornor, Townsend & Kent, Inc.
Name of Custodial Firm:   Keystone Financial Group
States Licensed in:   PA, NJ
Number of Years with Current Firm:   1
Work Experience:   Fidelity Investments, Financial Planning Consultant. 1998-2006
Charles Schwab, Financial Consultant. 2006-2009
United States Navy, 1987-1994
I work with the following types of clients:   Individual Investors , Businesses , Non-Profit Organizations , Investment Clubs
Foreign Languages Serviced:   Spanish


Services

Investment Types:   Mutual Funds , Bonds , Options & Futures , Exchange Traded Funds (ETFs) , Stocks , Insurance , Annuities
I can meet clients in the following ways:   At my office , At your home , At your office , Via phone , Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Disability , Health , Long Term Care , Variable Annuity , Variable Life , Life

Firm Information

Firm's Number of Clients:   600
Firm's Number of Planning Clients:   150
Firm's Number of Managed Clients:   50
Assets Managed by Firm:   $60,000,000.00


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a commission only financial professional
Minimum Portfolio Size for New Managed Accounts:   50,000.00
Compensation Methods:   Commissions , Based on Assets



Disclaimer

Registered Representative of and Securities & Investments Advisory Services offered through Hornor, Townsend & Kent, Inc. Registered Investment Advisor, Member FINRA/SIPC 1000 Germantown Pike, Suite G6, Plymouth Meeting, PA 19462 Keystone Financial Group is independent of Hornor, Townsend & Kent, Inc.

Efren Infante, ChFC®

Efren Infante, ChFC®

ChFC®

Communities Served

PA NJ

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 PM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 PM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 PM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 PM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 PM - 5:00 PM