Key Financial, located in West Chester, PA, is a nationally recognized wealth management firm led by Patti Brennan, a top-ranked financial advisor with over 30 years of experience. The firm's unique approach integrates wisdom, compassion, and proactive service to help clients pursue peace of mind through a personalized financial plan that is constantly monitored and adjusted to meet their goals.
Key Financial's services include ongoing financial planning, portfolio management, cash flow planning, income tax planning, asset allocation, retirement income strategies, and estate planning. With a focus on creating generational wealth and empowering clients to make informed decisions, Key Financial stands out for its commitment to providing exceptional service and guidance in the ever-evolving financial landscape.
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