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
- Website
- keyfinancialgrp.com
- Industry
- Financial Services
- Employees
- 7
- Founded
- 2009
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Alex Villegas | Wealth Advisor at Key Financial Group, Llc | Frederick, Maryland, United States |
View
|
| Jason Jennings, Cfp® | Certified Financial Planner™ & Managing Partner at Key Financial Group, Llc | Frederick, Maryland, United States |
Email
Phone
|
| Sydney Conn | Client Service Associate | Frederick, Maryland, United States |
View
|
Employees by Management Level
Individual contributor
3 profiles
Associate / junior
2 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 3 | 3 | 0 |
| Executive | 1 | 1 | 1 |
Compare Similar Companies to Key Financial Group, LLC
Calamos Investments
Financial Services
Pittsford Central School District
Primary And Secondary Education
Hovde Group
Investment Banking
Calamos Wealth Management
Financial Services
Wellesley Hills Financial LLC
Investment Banking
Croft & Bender
Investment Banking
PCE Investment Bankers | M&A | ESOP | Valuation
Investment Banking
Global Advisor Group
Financial Services
RS Will Wealth Management
Financial Services
BNI Central Maryland
Advertising Services