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.

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