Financial Planning, Wealth Management and Portfolio Management is our business. Our approach is simple: We apply financial strategies with wisdom and care customized just for you and the people you care about most – now and for the rest of your life.
View Top Employees from Key Financial, Inc.| Website | https://www.keyfinancialinc.com/ |
| Revenue | $4 million |
| Funding | $350000 |
| Employees | 29 (29 on RocketReach) |
| Founded | 1991 |
| Address | 1045 Andrew Drive Suite A, West Chester, Pennsylvania 19380, US |
| Phone | (610) 429-9050 |
| Fax | (610) 429-9279 |
| Industry | Financial Services, Finance General, Wealth Management, Finance, Financial Advisory, Portfolio Management |
| Competitors | CamaPlan, Fleming Financial Services |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
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Key Financial, Inc. Questions
The Key Financial, Inc. annual revenue was $4 million in 2024.
29 people are employed at Key Financial, Inc..
Key Financial, Inc. is based in West Chester, Pennsylvania.
The NAICS codes for Key Financial, Inc. are [52393, 52, 5239, 523].
The SIC codes for Key Financial, Inc. are [62, 628].
Top Key Financial, Inc. Employees
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Patti Brennan
Patricia Brennan at Key Financial, Inc.
Philadelphia, Pennsylvania, United States22 -
33
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31
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Bradley Everett
Chief Investment Officer at Key Financial, Inc.
Philadelphia, Pennsylvania, United States32 -
23
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22
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1
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Matthew Mainwaring
Planning Consultant at Key Financial, Inc.
Philadelphia, Pennsylvania, United States -
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ViewRory Cleary
Financial Planner and Portfolio Consultant at Key Financial, Inc.
Philadelphia, PA, US1
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