Key Financial, Inc.

Appointments available in Avalon

1045 Andrew Drive, Suite A, West Chester, PA | 610-429-9050
Monday-Friday: 9am-5pm

Key Financial, Inc. is a wealth management firm based in West Chester, Pennsylvania, serving individuals and families in its local community and in select locations across the country, including communities along the Jersey Shore such as Stone Harbor, Avalon, and surrounding areas. The firm was founded by Patti Brennan and seeks to build long-term client relationships through a disciplined planning process and ongoing communication. The firm provides a range of services, including investment management, retirement planning, and wealth transfer strategies, tailored to each client’s needs and circumstances. While the firm strives to provide thoughtful guidance, all investments involve risk and no outcomes can be guaranteed.