Keystone Financial Partners

Helping You Navigate Life's Financial Transitions. When life changes, money changes. Whether you are retiring or recently widowed, you need a professional to guide you through the financial side of life’s transitions. We are an independent wealth management firm specializing in helping successful individuals plan for a variety of life transitions. We will serve as your financial coach and wealth manager to make sure your financial plan is well designed and complete. We want to learn about your deepest concerns, interests and goals for the future. Then we offer a customized solution to fit your individual needs. Jim Trull, AIF®, CFP® has been helping successful families with wealth management strategies for more than 30 years. In 1995, the Financial Professionals of Keystone Financial Partners chose to partner with Commonwealth Financial Network as our broker/dealer. This alliance with Commonwealth ensures that clients receive a wide variety of independent investment choices to complement their goals. n 2017, Keystone Financial Partners introduced Wealth Wise, our young professional financial planning platform led by Chris Walsh, CFP®. Our staff members not only have the knowledge and experience to help you pursue your financial goals, but they are extremely nice people. We are always ready to address your concerns, to answer your questions, and to put you at ease. We invite you to click on each of our pictures below to learn more about each member of our team.

Address: 1255 Crescent Green, Suite 440 Cary, NC 27518, USA

Phone: +1 919 463 0018
FAX: +1 919 463 0064