Patti Brennan is consistently ranked one of America’s Top Financial Advisors
Patti Brennan is consistently ranked one of America's Top Financial Advisors
Nationally Ranked Patti Brennan and her team of professionals have an exemplary record of service.
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.
Meet with the Key Financial Team
Key Financial has been providing Wealth Management advice for over 25 years.
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