Key Financial Service
Finance · Pennsylvania, United States · 11-50 Employees
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Overview
Headquarters
1045 Andrew Dr Ste A, West Chester, Penn...Phone Number
(610) 429-9050Website
www.keyfinancialinc.comRevenue
$5.5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
2
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About Key Financial Service
Key Financial Inc specializes in financial planning and wealth management, offering customized financial strategies tailored to individual needs. Their services include portfolio management, cash flow planning, income tax planning, retirement income strategies, and estate planning. The company aims to assist clients in growing their assets, retiring comfortably, and creating generational wealth. With over 30 years of experience, Key Financial is dedicated to providing reliable and diligent financial advice to help clients secure their financial future.Explore more
Key Financial Service Org Chart
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Key Financial Service is experiencing very low activity levels compared to other companies in the Finance sector.
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Key Financial Service financials insights
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2020
Debt
$350K
Key Financial Service Tech Stack
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Funding
Key Financial Service has received an SBA PPP loan for $350,000-1 million from Fulton Bank, supporting the retention of 25 jobs.
Funding
Key Financial Service News & Media
EY Announces Patti Brennan of Key Financial as an Entrepreneur Of The Year 2023 Greater Philadelphia Award Winner
NEWTOWN SQUARE, Pa., June 09, 2023 (GLOBE NEWSWIRE) — Ernst & Young LLP today announced that CEO Patti Brennan of Key... Read More The post EY Announces Patti Brennan of Key Financial as an Entrepreneur Of The Year 2023 Greater Philadelphia Award Winner appeared first on citybiz.EY Announces Patti Brennan of Key Financial, Inc. as an Entrepreneur Of The Year® 2023 Greater Philadelphia Award Winner
Entrepreneur Of The Year celebrates ambitious entrepreneurs who are building a better world Entrepreneur Of The Year celebrates ambitious entrepreneurs who are building a better worldEY Announces Patti Brennan, CEO of Key Financial, Inc. as an Entrepreneur Of The Year® 2023 Greater Philadelphia Award Finalist
Entrepreneur Of The Year celebrates ambitious entrepreneurs who are building bolder futures Entrepreneur Of The Year celebrates ambitious entrepreneurs who are building bolder futuresKey Financial to Hold Tax Document Paper Shredding Event on March 23, 2023
WEST CHESTER, Pa., March 01, 2023 (GLOBE NEWSWIRE) -- Key Financial, Inc., a Barron’s and Forbes nationally recognized wealth management firm in West Chester, PA will be holding a “Document Shred Event” on Thursday March 23rd from 9:00am - 12:00pm. The event will be held at the West Chester Office, located at 1045 Andrew Drive, Suite A. Clients of Key Financial, as well as members of the West Chester community are encouraged to bring any
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Key Financial Inc specializes in financial planning and wealth management, offering customized financial strategies tailored to individual needs. Their services include portfolio management, cash flow planning, income tax planning, retirement income strategies, and estate planning. The company aims to assist clients in growing their assets, retirin... Read More
