Key Financial Group

  • Financial Services
  • Frederick MD
  • 2 employees
  • Financial Services
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Company Overview

Headquarters
25 N Court St, Frederick MD
Website
keyfinancialgrp.com
Phone
(240) 215-4709
Employees
2
Founded in
2009
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Key Financial Group

Key Financial Group is an independent wealth management firm based in Frederick, Maryland. The company employs 2 individuals and generates annual revenue of $2.5 million. Key Financial Group specializes in providing customized financial solutions for individuals, families, and businesses. Their LPL Financial Advisors offer personalized service and attention, guiding clients in planning for their financial future. With over 35 years of combined industry experience, the firm's advisors provide top-tier financial planning and trustworthy investment expertise. Key Financial Group distinguishes itself through its independence, ensuring access to a wide range of investment options, financial planning tools, and high-quality research. Their commitment to objectivity means they are not tied to proprietary products or platforms, allowing them to prioritize client needs above all else. The firm emphasizes unprecedented communication with clients, fostering strong relationships and resulting in a significant portion of their business growth coming from referrals. Interested parties can learn more about Key Financial Group, including the states in which they are registered to do business, by visiting their website at keyfinancialgrp.com.

Company Leadership

David Morders

Managing Partner, CRPC®

Phone Email

Key Financial Group Industry Tags

Comprehensive Financial Services
Retirement Planning
Business Transition Planning
Individual Wealth Preservation and Insurance Planning Strategies
Trust and Estate Planning
Company Sponsored Retirement Plans
Tax Planning Strategies
Insurance Evaluation
Investment Risk Assessment
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FAQ

What is the location of Key Financial Group's headquarters?
The headquarters of Key Financial Group are situated at 25 N Court St, Frederick MD
What is Key Financial Group's phone number?
Key Financial Group's contact number is (240) 215-4709.
What is Key Financial Group's official website?
The official website of Key Financial Group can be found at keyfinancialgrp.com.
What is Key Financial Group's current revenue?
As of February 2019, Key Financial Group's annual revenue reached $3B.
How many employees does Key Financial Group currently have?
Key Financial Group employs approximately 2+ people as of February 2019
Which industries is Key Financial Group primarily operating in?
Key Financial Group operates in the following industries: Finance, Credit
Who is the Managing Partner, CRPC® of Key Financial Group?
Key Financial Group's Managing Partner, CRPC® is David Morders
What are Key Financial Group's industry tags?
Key Financial Group's industry tags include: Comprehensive Financial Services, Retirement Planning, Business Transition Planning
When was Key Financial Group founded?
Key Financial Group was founded in 2009.

Employee Directory

Key Employees

Jason Jennings

Managing Partner, CFP®

Phone Email

Amelia Zachariason

Operations Assistant

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