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CST: 19/08/2019 11:03:19   

Key Financial to Hold Tax Document Shred Event in April

119 Days ago

WEST CHESTER, Pa., April 22, 2019 (GLOBE NEWSWIRE) -- Key Financial, Inc., a Forbes and Barron’s nationally recognized wealth management firm in West Chester, PA will be holding a Document Shred Event on Monday April 29th from 10:00 AM to 2:00 PM.  The event will be held at their West Chester office, located at 1045 Andrew Drive, Suite A.  Clients of Key Financial, as well as members of the Chester County community are encouraged to bring any old tax information or other documents that they would like to shred in a safe and secure manner.  “We have had many requests from our clients throughout the year asking how they can safely dispose of old tax returns or confidential documents,” explained Bernadette Hunter, Director of Client Engagement at Key Financial.  “We held this event for the first time last year and the response was unbelievable!  We have secured a larger truck for this year to accommodate the anticipated demand.”

Local CPA Bruce Boylston of Rothman Boylston, LLC has high praise for events like these.  “With all of our attention focused on cyber security we tend to overlook our paper.  A study not too long ago showed that one in five data breaches involved paper documents.  Most tax documents still reflect your social security number along with other information.  Best practice is to always shred your paper documents”.

Employees of Key Financial will accept any type of paper and file folders – no need to remove staples, paper clips or rubber bands.  Cardboard, plastic or metal CDs or DVDs cannot be accepted.  Key Financial, Inc. provides comprehensive financial planning and wealth management services.  President and CEO, Patti Brennan, is proud to offer this service to the community.  “I think we have all heard the scary and devastating stories of what happens to innocent people who have had their identities stolen.  As far as I’m concerned, this is the least I can do to give my clients and others in the community an added measure of security so that they can have the peace of mind they deserve.”  Brennan also serves the community by sitting on the Boards of the YMCA of Greater Brandywine, Penn Medicine Chester County Hospital and Cuddle My Kids.  For information about the firm’s planning services or to speak with Patti Brennan, call (610)429-9050 or visit www.keyfinancialinc.com

A graduate of Georgetown University, Patti is a Certified Financial Planner with almost 30 years of experience providing financial advice in West Chester, PA. In addition to being President and CEO of Key Financial, Inc. she also serves on the National Advisory Board, is a Board Member of the YMCA of Greater Brandywine and Cuddle My Kids. She formerly served on the Boards of the Chester County Economic Development Council, SEEDCO and Penn Medicine Chester County Hospital. Patti, her husband and their four children reside in West Chester, PA.

Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance services offered through Patricia Brennan are independent of Royal Alliance Associates, Inc. Advisory services offered through Key Financial, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.

The Barron’s Winner’s Circle Top 100 and the Barron’s Winner’s Circle Top 1200 are select groups of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor. Please see www.barrons.com  for more information.

The Forbes ranking of America’s Top Wealth advisors, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews.  There is no fee in exchange for rankings.

Photos accompanying this announcement are available at: 



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