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.
CPA
| Bruce Boylston | Boylston Hoffman, LLC | (610) 701-0500 x112 | b.boylston@bh.cpa |
| Donna Urian | Fischer Cunnane & Associates, LLC | (610) 431-1003 | durian@fischercunnane.com |
Elder Care Attorney
| Linda Anderson | Anderson Elder Law | (610) 566-4700 | landerson@andersonelderlaw.com |
| Guy Matthews | Eckell Sparks Attorneys at Law | (484) 842-0363 | gmatthws@eckellsparks.com |
Estate Planning Attorney
| Robert Cohen | Riley Riper Hollin & Colagreco | (610) 458-4400 | bobc@rrhc.com |
| Andy Dohan | Lentz, Cantor & Massey, LTD | (610) 722-58000 | dohan@lentzlaw.com |
| David Frees | Unruh, Turner, Burke & Frees | (610) 933-8069 | dfrees@utbf.com |
| Stacey Willits McConnell | Lamb, McErlane Attorneys | (610) 430-8000 | smmcconnell@lambmcerlane.com |
Mortgage Broker
| Patryk Sobotka | Provident Funding Associates L.P. | 408-766-5842 | psobotka@provident.com |
| 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). | |||
| Douglas Lotrecchio | Independence Home Mortgage Corporation | (215) 323-4120 | DougL@IHmtg.com |
| Rose Stancato | Residential Mortgage Service, Inc. | (484) 713-1872 | Rose.Stancato@rmsmortgage.com |
In Home Health Care
| Senior Home Health Care Services of Exton | Exton, PA | (484) 268-1645 | www.seniorhelpers.com |
| Home Instead Senior Care | West Chester, PA | (610) 431-7877 | www.homeinstead.com/437 |
Respite Care/Care Stays at a Skilled Nursing Facility
| Freedom Village | Coatesville, PA | (610) 709-5121 | www.brookdale.com |
| Medicaid Supported? No | Medicare Supported? Yes | ||
Medical Insurance
| John McDonnell* | Wilmington, DE | (856) 952-1517 or (302) 655-1331 | JWM1911@comcast.net |
| *Specializes in Medicare | |||
| Daniel Batty | Exton, PA | (484) 348-6205 | Dbatty@financialguide.com |
Property & Casualty Insurance
| Tom French | State Farm Insurance | (610) 725-8700 | www.thomascfrench.com |
Commercial Real Estate
| Paul French | Avison Young | (610) 276-1083 | paul.french@avisonyoung.com |
| Scott Gabrielsen | CBRE | (610) 727-5913 | scott.gabrielsen@cbre.com |
Residential Real Estate
| Erinn Hazley | Berkshire Hathaway/Fox & Roach Realtors | (610) 429-2281 | Erinn.Hazley@foxroach.com |
| Lone Spillard | Compass RE | (267) 435-8015 | theloneh@gmail.com |
