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.

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

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


Meet with the Key Financial Team

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

Shred Day Event

Preserve the Earth. Protect your Identity.

Attend our complimentary one day document shredding event! Shredding is a quick and convenient way to dispose of your information in a maner that provides added security against identity theft – and it’s great for the environment. All shredded documents are recycled.

Monday, April 29, 2019
10:00 AM – 2:00 PM
Key Financial, Inc.
1045 Andrew Drive, Suite A
West Chester, PA 19382

What to shred:

  • Any office paper, any color
  • File folders, any color
  • No need to remove staples, paper clips, rubber bands or small binder

What not to shred:

  • Cardboard
  • Common trash
  • Hazardous materials
  • Plastics or metals
  • CDs, DVDs