Chester County News and Community Website
WEST CHESTER, PA — Key Financials’ CEO, Patti Brennan has claimed the #5 spot – up from #7 last year, in the Barron’s Top 1,200 Advisors State by State ranking. …
Chester County’s Patti Brennan #5 in Barron’s Top 1,200 Advisors State by State Read More
RADNOR, PA — Lincoln Financial Group (NYSE: LNC) announced it continues to strengthen its MoneyGuard® suite with the introduction of real-time underwriting capabilities and the expansion of Lincoln MoneyGuard Market Advantage® into California. Lincoln MoneyGuard …
Lincoln Financial Group Further Enhances Industry-Leading MoneyGuard Suite Read More
With tax season underway, the latest Consumer Sentiment Tracker report from Lincoln Financial Group has reaffirmed the need for greater financial literacy when it comes to understanding how tax efficiency can …
Discover the Strategies that Can Save You Money on Taxes Right Now Read More
EXTON, PA — Before she was a commentator on CNBC and the keynote at Forbes Magazine’s Top Advisor Summit, Patti Brennan, CFP® was making sure wealth management made sense to businesses and …
From Registered Nurse to Nationally Renowned Wealth Advisor: Patti Brennan to be Inducted into Chester County Hall of Fame Read More
BERWYN, PA — Sequoia Financial Group, LLC announced it recently entered into an agreement to acquire Zeke Capital Advisors, LLC (Zeke). The transaction, expected to close on Feb. 28, will …
Sequoia Financial Group to Acquire Zeke Capital Advisors Read More
WEST CHESTER, PA — Key Financial CEO, Patti Brennan, has recently been named by Forbes as #1 Best-In-State Women Wealth Advisors for 2023. This is the second year in a …
Key Financial CEO Ranked #1 Best-In-State Women Wealth Advisor for 2023 Read More
BERWYN, PA — Envestnet implemented a series of technology enhancements during the third quarter to strengthen the user experience throughout its ecosystem. These updates, which were rolled out as part of …
Envestnet Rolls Out Enhancements Across Its Ecosystem Read More
HORSHAM, PA — Hornor, Townsend & Kent, LLC (HTK) recently announced that HTK financial professional Gideon Drucker, CFP®, AIF®, ECA, has been named to the Investopedia 100 for 2022, a …
Gideon Drucker Named to Investopedia 100 Read More
BERWYN, PA — Envestnet is partnering with Nickelodeon to take a closer look at SpongeBob SquarePants‘ Mr. Krabs’ imagined finances in their latest omnichannel brand campaign. The new digital interactive campaign features clips …
Financial Advisors: Learn from Mr. Krabs’ Mistakes Read More
WEST CHESTER, PA — Key Financial, Inc., a financial planning and wealth management firm that oversees over $1.5 billion of assets under management, announced that Patti Brennan, CEO, has moved …
Chester County’s Patti Brennan Ranks #22 in Barron’s Top 100 Women Advisors in the Nation Read More