Key Financial Services

CONNECT

Address:

9928 Old Ocean City Blvd.Suite 2
Berlin, MD 21811

Phone:

410-629-0357

Fax/Other:

410-629-0577

Our Mission

We, at Key Financial Services, will help our clients protect the assets they have accumulated through the years as well as assist in generating income throughout their lives.  We also work with our clients to mitigate their tax liabilities throughout retirement.

 

Our Process

 

We, at Key Financial Services, know that you have worked hard to achieve your success during ever-changing times.  We are committed to assisting you pursue your personal, business and financial goals and objectives while working toward your retirement needs.  Our process is individualized, straightforward and simple.  We begin by assessing and analyzing where you are and where you want to be.  We ask relevant questions and listen to formulate your priorities and objectives.  Then, drawing upon our experience as well as the many resources available to us, we develop strategies and educate you on how to achieve those goals and objectives.  Finally, we position those strategies into a coordinated, comprehensive plan and present you with recommendations.  Once you approve our recommendations and we agree upon a plan of action, our work begins.  We will find the products and companies to implement the plan and monitor it on an ongoing basis recommending adjustments when changes in your personal situation warrant.  We are poised to maintain and develop strong relationships with our clients who place their trust in our representatives backed by the strength and knowledge of Key Financial Services as a whole.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck