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About Us - Key Financial Inc We apply financial strategies with wisdom and care What that means is that they're customized just for you and the people you care about most – now and for the rest of your life
Patti Brennan, CFP®, CFS® - Key Financial Inc A graduate of Georgetown University and a Certified Financial Planner (CFP), Patti Brennan is different Not only does she provide comprehensive wealth management, she and her team create integrated strategies that are unique for each client
Disclosure - Key Financial Inc Key Financial, Inc is an SEC registered investment adviser located in West Chester, Pennsylvania A copy of the Company’s current written disclosure brochure (Forms CRS and ADV Part 2a ) discussing our advisory services, operations and fees is available on our website, and continues to remain available upon request
FAQs - Key Financial Inc Your financial plan, bank accounts, 401ks and other assets come into one secure site updated every night as of the 4:00PM close in the financial markets Transactions can be pulled in too, and you can get as much or as little detail on each holding, including research, as you want
Resources - Key Financial Inc In addition to referrals that can help in your financial life, we also understand that quality of life encompasses many areas including your health, living arrangements and transportation, technology, and computer service requests, and even getting rid of the stuff we tend to accumulate over a lifetime
What’s the Difference Between Financial Planning and Wealth Management . . . A financial plan is simply a set of steps woven together and optimized to help you accomplish the objectives you have indicated are important to you These integrated steps are based on insights derived from modeling various scenarios and stress tests that are unique to you at that time
Podcasts - Key Financial Inc Tune in to discover how you can leverage this legislation to secure your financial future and achieve your goals Join us for a dynamic conversation that underscores the importance of continuous learning, adaptability, and informed decision-making in today's ever-changing financial world
Stacy Franz - Key Financial Inc The business gave Stacy a new appreciation for finance, and she further developed her skills in this area when she began working for a property management company where she helped establish the in-house accounting system
Jennifer Meehan - Key Financial Inc Jennifer Meehan is a graduate of Loyola University in MD She majored in Communications with an emphasis in Advertising After graduating college, Jenn returned to her hometown suburb of Philadelphia where she began a career utilizing marketing, sales, and training skills for Select Office Systems She was then offered an opportunity to work in sales and marketing for Black and Decker, and was