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Securities and Advisory Services offered through Royal Alliance Associates, Inc., Member FINRA andSIPC.
Advisory services offered through Key Financial, Inc. A Registered Investment Advisor, not affiliated with Royal Alliance Associates, Inc. Key Financial, Inc., Patricia C Brennan CFP® 1560 McDaniel Drive & 1023 Hidden Hollow Lane in West Chester, PA 19380. Phone 610-429-9050 610-429-9050, Email
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Information presented on this site is meant for general illustration and/or informational purposes only. The views expressed are not necessarily the opinion of Royal Alliance Associates, Inc. This material should not be relied upon as investment advice. Investors should seek the advice of their financial advisor prior to making any changes to their investment strategy or purchasing any securities. No investment strategy can guarantee a profit or protect against loss in periods of declining values. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. Investing in securities involves risk, including the potential loss of principal. Unlike CD’s which are deposit accounts with a bank or thrift institution, investments are not FDIC/NCUA insured, nor are they deposits of or guaranteed by a bank or credit union, so you may lose money. Treasuries are debt obligations that include notes, bonds, and bills issued by, and are backed by the "full faith and credit" of, the U.S. government.
Patti Brennan is registered to transact securities business with individuals residing in the states of California, Delaware, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Nevada, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Texas and Virginia. No offers may be made or accepted from any resident outside the specific states referenced. The advisors at Key Financial Inc., are also separately registered as an investment adviser under Key Financial Inc., a registered investment adviser, offering advisory services in the state of Pennsylvania. As such these services are strictly intended for individuals residing in Pennsylvania.
In a financial bind or unsure which way to turn in today’s economy? If you’ve got a question, ask Patti Brennan and inspire money stories for GALTime. Also, look for answers in our YOU ASKED section.
* The “Barron’s Winner’s Circle Top 1000” is a select group of individuals who are screened on a number of different criteria. Among the factors that advisors are assessed include their assets under management, revenues, the quality of service provided to clients, and their adherence to high standards of industry regulatory compliance. Portfolio performance is not a factor. Please see for more information.www.wcorg.com
*The rankings are based on qualitative criteria: professionals with a minimum of seven years financial service experience, acceptable compliance records, client retention reports and customer satisfaction reports. Advisors are quantitatively ranked based on varying types of revenues and asset advised by the financial professional, with weightings associated for each. Additional qualitative measures include: in depth interviews and discussions with senior management, peers and customers. Because individual client portfolio performance varies and it typically unedited, this ranking focused on customer satisfaction and quality of advise. Please see for more information. www.WCorg.com
*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client’s evaluation.
* PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. We are not responsible for the information or content provided on these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
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Your money matters to financial guru Patti Brennan! President of Key Financial, Inc., Patti has been recognized by Barron’s as "One of The Top 100 Women Advisors in the Entire Nation”, and this year was voted by Barron’s as one of "The Top 1000 Financial Advisors in America". She was also mentioned in Fortune Magazine as “One of America’s Top 1000 Independent Advisors” . Despite such high esteem, the wife and mom is far from unapproachable. In fact, she breaks financial decisions down into easy-to-understand and relatable terms. Take charge of your finances and take charge of your life! 
