Keystone Capital Partners Group is a financial services firm based in Rochester, New York, formed in 2015 by Mark Wilson, Marlene Dattilo, and former partner Mike Anastasia. The firm works with individuals to develop financial strategies tailored to their goals, circumstances, and priorities. Its approach follows four stages: discovery, planning, implementation, and ongoing monitoring, with continued communication and education as markets and personal needs change.

The firm’s resources and services cover retirement, investment, estate, insurance, tax, money, and lifestyle planning. Its team includes financial advisors and support professionals who help clients consider questions such as retirement readiness, debt, saving, insurance coverage, taxes, and employee benefits. Keystone also offers educational materials, market commentary, tools, and consultations to help people better understand their finances and make informed decisions.

Securities are offered through Arkadios Capital, and advisory services are offered through Arkadios Wealth. Keystone Capital Partners Group and Arkadios are not affiliated through ownership.