KEY

Key Financial, Inc.

@key_financial_inc

West Chester, Pennsylvania
https://www.keyfinancialinc.com/
Financial Services

Overview

About Key Financial, Inc.

Financial Planning, Wealth Management and Portfolio Management is our business. Our approach is simple: We apply financial strategies with wisdom and care customized just for you and the people you care about most – now and for the rest of your life.

For nearly four decades, Patti Brennan has revolutionized financial advice by combining deep expertise with genuine compassion. We don't just manage wealth, we drive results. Our technology organizes your complete financial picture, providing crystal-clear direction and to help simplify your financial life. Your wealth management represents the outcome of your well-built and executed financial plan—one that is constantly monitored and adjusted as you reach each milestone.

Important Disclosures: https://keyfinancialinc.com/disclosure/

Headquarters

West Chester, Pennsylvania

Website

https://www.keyfinancialinc.com/

Company Size

11-50 employees

Industry

Financial Services

Company Type

Privately Held

Founded

1991

Specialties

Wealth Management, Financial Advisory, Portfolio Management, Financial Planning, Estate Planning, Retirement Planning, Insurance Planning, Tax Planning, Exit Planning, Personal Wealth Management, Retirement Income Planning, Cash Flow Planning, Wills and Trusts, Asset Protection, Family Wealth Planning, 401k Plans, Wealth Generation, and Longevity Planning

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