Forbes Ranks Patti Brennan #1 Wealth Advisor in PA and #12 Top Women Wealth Advisor in the Nation
We are often asked by our clients for a trusted professional recommendation. Below is a compilation of professional referrals that may be helpful at some point. We have worked closely together over the years and are confident in the excellent professional service that is given. Feel free to use our name as a referral!
Patti Brennan and Key Financial, Inc. are providing these professionals as a resource. It is a list of professionals that have been used by and recommended by our clients who have been satisfied with their experience in the past. Due to individual preferences, this is not a guaranteed recommendation by Patti Brennan or Key Financial, Inc.
Elder Care Attorney
Estate Planning Attorney
||Provident Funding Associates L.P.
|Key Financial Inc. Clients can use Mortgage Benefit Discount Code: M701F2781. By using the discount code, our clients that take out a loan with Provident Funding will receive .25% off their closing costs – which can translate into savings of typically $750-$1500 (dependent on loan amount).
||Residential Mortgage Service, Inc.
In Home Health Care
Respite Care/Care Stays at a Skilled Nursing Facility
|Medicaid Supported? No
||Medicare Supported? Yes
Property & Casualty Insurance
Commercial Real Estate
Residential Real Estate