Key Financial Group, LLC

Key Financial Group is an independent wealth management firm that specializes in customized financial solutions for our clients. Our LPL Financial Advisors work with a select number of individuals, families, and businesses that prefer the personalized service and attention of a small independent firm when planning for their financial future. With over 35 years of combined industry experience, our advisors provide top tier financial planning and trustworthy investment expertise. Our independent status ensures we have full access to the universe of investment options, financial planning tools, and high quality research to seek maximum results for our client strategies. Key Financial is completely objective and is not tied to proprietary “Wall Street Banking” products and platforms, or influenced by corporate affiliations. We have an extremely loyal client base as a result of our company’s unprecedented communication, which is vital to a strong relationship. The majority of our business growth has come through client and professional referrals. We look forward to helping you pursue your financial goals. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC Third party posts found on this profile do not reflect the views of LPL financial and have not been reviewed by LPL financial as to accuracy or completeness For a list of states in which we are registered to do business, please visit www.keyfinancialgrp.com

Website

http://www.keyfinancialgrp.com

External link for Key Financial Group, LLC

Industry

Financial Services

Company size

2-10 employees

Headquarters

Frederick, Maryland

Type

Partnership

Founded

2009

Specialties

Comprehensive Financial Services, Retirement Planning, Business Transition Planning, Individual Wealth Preservation and Insurance Planning Strategies, Trust and Estate Planning, Company Sponsored Retirement Plans, Tax Planning Strategies, Insurance Evaluation, and Investment Risk Assessment