Investments and Services
The financial advisors of THE KEY GROUP strive to be free of bias in the retention of investment managers and in the choice of investment products and strategies. We do not have any "in house" investment products to sell, thus we can choose from the entire universe of available investment vehicles. Products and services include:
Investments and services available through The Key Group include:
- Annuities
- Certificates of Deposit
- College Planning
- Education Funding
- Government Securities
- Insurance
- IRAs and 401(k)s
- Municipal Bonds
- Mutual Funds
- Pension and Profit Sharing Plans
- Portfolio Reviews
- Restricted Securities
- Retirement Planning
- Stocks
- Tax Planning