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 Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Key Financial Inc. Osaic Wealth Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth Inc.
The Barron’s Hall of Fame acknowledges advisors who have appeared in Barron’s annual Top 100 Advisor rankings for 10+ years. The Hall of Fame honors advisors who exemplify long-term success and commitment to their clients. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor. 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. Forbes “Best In State Wealth Advisors 2023” list (Feb. 2023). The ranking for this list by SHOOK Research is based on due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes/SHOOK Research are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.
Third party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
KEY FINANCIAL, INC.
1045 Andrew Drive,
West Chester, PA
610.429.9050
keyfinancialinc.com
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