About Us / Key Financial Services

About Us

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 pursue 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.

Our History

Headquartered in Berlin, Maryland, Key Financial Services has had a presence in the Mid-Atlantic Region since 1999. Formerly named Key Advisors Group, our practice re-branded in 2018 to better encompass what it is we do. With our first location located in Christiana, Delaware, we have expanded offices throughout Maryland, Delaware and Pennsylvania with the ability to service clients nationwide.

Today our team collectively represents over 100 years experience serving families, business owners, and organizations with their insurance and financial planning needs.

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

Phone: 410-629-0357
Fax: 410-629-0577

* Investment Advisory Services offered through Retirement Wealth Advisors Inc. (RWA) a Registered Investment Advisor. Key Financial Services and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Key Financial Services and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors Inc.