Patti Brennan is ranked as one of America’s Top Financial Advisors and seen in:

Patti Brennan is ranked as one of America’s
Top Financial Advisors and seen in:

Our team of professionals is nationally ranked with an exemplary record of service.

Explore our financial services

Key Financial
Planning System

Financial planning gives you guidelines, concrete action items, and a workable system that allows you to achieve your objectives.

Ongoing Planning &
Portfolio Management

We monitor your financial plan on an ongoing basis and update your accounts nightly. Your financial information is always available to you on your own secure, private website.

Key4Life
Planning Process

Many companies offer the same services. We set ourselves apart not by what we do, but how we service our clients.

Frequently Asked
Questions

Answers to frequently asked questions and concerns about financial planning, our company and systems.

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Key Financial has been providing Wealth Management advice for over 25 years.
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Latest News

Five Ways Technology Will Change The Way We Age

Key Financial, Inc. presents “MIT AgeLab Research Results: Five Ways Technology Will Change The Way We Age”, featuring Managing Director of Strategic Markets at Hartford Funds, Mike Lynch.

Many of us will be living longer than ever expected. How do we add life to longer life? Mike will share the latest research results from the MIT AgeLab. All are encouraged to bring their smartphones or iPads to learn how technology can actually change the outlook of retirement.

September 12, 2019 at 6:00 PM
The Desmond Hotel
1 Liberty Boulevard
Malvern, PA

Kindly RSVP by calling 610.429.9050 or email Bernadette@keyfinancialinc.com

Seating is limited