The Face of Wealth and Retirement Planners: Key Financial Inc.
A graduate of Georgetown University, West Chester’s Patti Brennan, CEO of Key Financial, Inc., provides comprehensive wealth management strategies tailored to each client’s needs. Client’s pertinent data, such as cash flow, income tax calculations and retirement projections, are updated nightly so portfolios remain relevant. Brennan’s associates help her provide client satisfaction that exceeds expectations. She is consistently ranked as a Top 100 Female Advisor by Barrons and as one of the top female wealth advisors in America by Forbes.