As a Barron’s Hall of Fame Advisor and author of the new book “Am I Going to Be Okay?”, Patti Brennan leads a premier wealth management team dedicated to helping high-net-worth individuals and families grow and protect their wealth. With expertise in portfolio management, tax optimization, retirement, and estate planning, the Key Financial team specializes in crafting sophisticated, customized strategies tailored to the unique goals of affluent clients. At Key Financial, the focus is on delivering a personalized, high-touch experience to help ensure financial security and legacy for generations to come.
KEY FINANCIAL, INC.
1045 Andrew Drive, West Chester, PA 19380
610.429.9050
keyfinancialinc.com
