Nationally Ranked Patti Brennan and her team of professionals have an exemplary record of service.
Financial planning gives you guidelines, concrete action items, and a workable system that allows you to achieve your objectives.
Ongoing Planning &
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.
Many companies offer the same services. We set ourselves apart not by what we do, but how we service our clients.
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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