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Our Team - Key Financial Inc Our Team Meet the team behind Key Financial, then scroll down to see the Key Family at work
FAQs - Key Financial Inc Your financial plan, bank accounts, 401ks and other assets come into one secure site updated every night as of the 4:00PM close in the financial markets Transactions can be pulled in too, and you can get as much or as little detail on each holding, including research, as you want
Patti Brennan, CFP®, CFS® - Key Financial Inc A graduate of Georgetown University and a Certified Financial Planner (CFP), Patti Brennan is different Not only does she provide comprehensive wealth management, she and her team create integrated strategies that are unique for each client
Podcasts - Key Financial Inc Tune in to discover how you can leverage this legislation to secure your financial future and achieve your goals Join us for a dynamic conversation that underscores the importance of continuous learning, adaptability, and informed decision-making in today's ever-changing financial world
About Us - Key Financial Inc Our approach is simple: We apply financial strategies with wisdom and care What that means is that they're customized just for you and the people you care about most – now and for the rest of your life
Matt Mainwaring, CFP® - Key Financial Inc That love of the financial markets brought him to Penn State and the Smeal College of Business He graduated with a degree in Finance in May 2021 As luck would have it, Patti was looking to expand the Planning Team at Key Financial when she was introduced to Matt through a professional referral
Resources - Key Financial Inc In addition to referrals that can help in your financial life, we also understand that quality of life encompasses many areas including your health, living arrangements and transportation, technology, and computer service requests, and even getting rid of the stuff we tend to accumulate over a lifetime
Asset Protection - Key Financial Inc At Key Financial, protecting assets and insurance coverage are coordinated with all areas of your financial life
Danielle Hopkins - Key Financial Inc A true financial market enthusiast, Danielle avidly watches the daily trends and is known for her decorative office walls lined with financial charts and graphs!
Ep49: The Most Common Retirement Mistake - Key Financial Inc In today's episode, Patti sits down with Sam Baez, a portfolio manager at Key Financial and they reveal what that mistake is and the strategies that top advisors are doing on behalf of their clients, so this doesn't happen to them