A graduate of Georgetown University, West Chester’s Patti Brennan, CEO of Key Financial, Inc., provides comprehensive wealth-management strategies tailored to each client’s needs. Client’s most pertinent data such as cash flow, income tax calculations and retirement projections are updated nightly so portfolios are in sync with market fluctuations. Brennan’s deep bench of associates helps her provide client satisfaction that exceeds expectation. “I have a brilliant and dedicated team,” she says. “They recognize that financial planning needs change in various seasons of life. Together, we serve those who want to improve their net worth.” Key Financial, Inc. was named one of America’s Top 100 Wealth Advisors in 2016 by Forbes.
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 Forbes ranking of Americaís 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.
1045 Andrew Drive | West Chester, PA 19380 | 610.429.9050 | keyfinancialinc.com