Our 40 years of combined experience pairs a small-town relationship approach with Wall Street-level expertise.
Find Your Portfolio Risk NumberIndependent, objective advice and guidance
Key Financial Group is an independent wealth management firm that specializes in customized financial solutions for our clients. We 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.
Watch VideoConsists of setting income and lifestyle goals, evaluation of current and future asset allocations in IRA's, Roth IRA's, 401k, 403b's, and other retirement assets.
Learn MoreOver time individuals tend to invest in the moment. After many years they find investments in serval different companies with multiple investment vehicles.
Learn MoreA complete evaluation of your Life, Health, and Long Term Care needs, including credit ratings, claims paying abilities, cost, and overall benefit of existing policies.
Learn MorePlanning for college for children and grandchildren can be a very stressful and time-consuming event.
Learn MoreWe can create a portfolio that is the better suited to help you work toward your future goals while allowing you to invest within your comfort zone.
Learn MoreWorking with your tax, legal, and financial advisors to develop and help you execute your family and / or personal estate plan.
Learn MoreWe help develop a retirement plan that addresses the needs and goals of the business owner and employees.
Learn MoreWith the help of our LPL Financial Advisors we put goals, priorities and strategies in place for a transition of your solely and / or family owned business.
Learn MoreWith a CERTIFIED FINANCIAL PLANNER™ professional on staff, we will work closely with your CPA and / or Accountant to help minimize your taxes.
Learn MoreThe United States government has changed their employee benefits several times. Do you know what your benefits are?
Learn MoreThe big picture is important. With eMoney, we can help you analyze and identify opportunities for wealth growth.
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It’s always a pleasure to speak with Dave and I always learn something new. His advice is very helpful. The office is warm and welcoming and I have zero complaints. If I think of something after a meeting it’s easy to send a message and get a response or call back.
Jason and I discussed the state of my investments. So far, as of yesterday, things are going fine.
Conversations/consultations are always responsive with a comprehensive understanding of personal goals, family and future vision. Much appreciation for the guidance!
I was able to print out the paper work I received before Jason Called. This is the highest dollar amount I have ever experienced with Key Financial. I am happy with the direction of my investments.
Alway welcoming, professional and knowledgeable. Patiently answers all our questions.
Always a great experience talking with Jason.
Working with Dave is always an enjoyable experience, he always has the answers I need to keep my accounts current.
Jason and his team are fantastic. I am so comfortable that he is making the best decisions for me
Dave always makes sure we understand our choices.
Dave is always concerned about what my priorities and financials needs and goals are! Highly recommend!
We Visited our Adopted Family of People at LPL, and continue to Feel very good with Everything They All are doing for us, Each and Every Day.
Alex is one of a kind, always ready to listen and help.
Jason always provides clear answers to any questions we might have. He and the entire staff with which we engage are quick to respond to us. We feel very confident that our accounts are in good hands.
We came with questions – always a good idea. Dave answered every one. He provided valuable information. We especially appreciate it when he takes extra time and effort to explain complex items until we truly understand. Great guy. 👍👍
We’ve been with your firm since Dave and Jason started it. Fifteen years ago! Every single person I’ve worked with, especially Dave, has been extremely professional, always prepared and genuinely personable.
When geopolitical conflicts dominate the news cycle, financial markets often react quickly. Headlines trigger uncertainty, oil prices move, and investors begin asking the same question: Is this the event that… Read More