Key Financial Group, LLC

Key Financial Group, LLC

Financial Services Frederick, Maryland, United States 7 employees
Employees
7
Contacts
1
Emails
1
Phones
1

Key Financial Group, LLC Overview

Headquarters
Frederick, Maryland, United States
Industry
Financial Services
Employees
7
Founded
2009
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About 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

Key Financial Group, LLC Contact Details

People in AeroLeads
3
With contact data
1
Email contacts
1
33.3% coverage
Phone contacts
1
33.3% coverage

Key Financial Group, LLC Org Chart

Sample employees and titles
Name Title Contact
Alex Villegas Wealth Advisor at Key Financial Group, Llc
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Jason Jennings, Cfp® Certified Financial Planner™ & Managing Partner at Key Financial Group, Llc
Email Phone
Sydney Conn Client Service Associate
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Employees by Management Level

Individual contributor 3 profiles
Associate / junior 2 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 3 3 0
Executive 1 1 1

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