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 pertinent data, such as cash flow, income tax calculations and retirement projections, are updated nightly so portfolios remain relevant. Brennan’s associates help her provide client satisfaction that exceeds expectations. “I have a brilliant and dedicated team,” she says. “They recognize that financial planning needs change in various seasons of life.” Brennan is consistently ranked as a Top 100 Female Advisor by Barrons and as one of the top female wealth advisors in America 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 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.
1045 Andrew Drive | West Chester, PA 19380 | 610-429-9050