As a Barron’s Hall of Fame Advisor and Forbes Top National Advisor, Patti Brennan and her team at Key Financial, Inc. are dedicated to helping improve your net worth. This includes professional guidance in managing your portfolio, effective tax optimization strategies, and retirement and estate planning. They create a unique plan for you, customized for your specific needs and goals, stress tested and updated every night automatically. They understand that you’ve worked hard for your assets, and their goal is to help people retire comfortably, you get to do this once. Call today for a free consultation: (610) 429-9050.
Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance services offered through Patricia Brennan are independent of Royal Alliance Associates, Inc. Advisory services offered through Key Financial, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc. The Barron’s Winner’s Circle Top 100 and the Barron’s Winner’s Circle Top 1200 are select groups of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor. Please see www.barrons.com for more information. The Forbes ranking of America’s Top Wealth advisors, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. There is no fee in exchange for rankings.
Your guide to people, places, and things to do in Philadelphia's fabled Main Line and western suburbs.