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

Annual Fall Client Event featuring New York Times Best-selling Author, Amy Bloom

On September 6th, our team at Key Financial hosted our Annual Fall Client Event featuring New York Times Best-selling Author, Amy Bloom. Amy spoke to a packed room about her career, life as a writer, and her latest book, White Houses. We have received such great feedback about Amy’s talk, that we have uploaded her speech for your viewing! We hope you enjoy the wonderful words of Amy Bloom.