Our Firm

Keystone Mutual Finanical Services is an independent financial services firm dedicated to helping our clients build wealth and preserve their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company.

Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

For more information about our firm and the services we offer, contact us today.

Let us Introduce Keystone's Principal

Lee Dudinsky, Principal 

Lee Dudinsky is the executive officer of Keystone Mutual Finanical Services.   He is registered as an Investment Advisor Representative in Texas and holds Series 6, 63, and 65 registrations.  He is also registered in MA, PA, DE, NM, and MD.  Mr. Dudinsky is a licensed agent for multiple national carriers of life, accident, health and HMO insurance with the Texas Department of Insurance.  The firm offers a wide range of financial products and services.  He has over more than twenty five years of experience in the financial services industry.  He has extensive expertise in the area of 401(k) plan creation, implementation, education and administration.  He is a graduate of Ohio State University.  He personally provides custom financial planning for individuals and businesses designed to meet each investor's objectives.