RBC Wealth Management

Key Financial Group is an independent wealth management firm located in Frederick, MD, with over 40 years of combined experience. They offer personalized financial solutions for individuals, families, and businesses, providing independent and objective advice and guidance. Their services include retirement planning, portfolio analysis review, insurance evaluation planning, college planning, investment risk assessment, trust and estate planning, company-sponsored retirement plans, business transition planning, tax planning strategies, and federal employee benefits. With a small-town relationship approach and Wall Street-level expertise, Key Financial Group aims to help clients build their future by creating customized portfolios that align with their goals and comfort zones. They work closely with clients' tax, legal, and financial advisors to develop and execute comprehensive estate plans and provide strategies to minimize taxes. Through their partnership with LPL Financial LLC, they offer investment products, services, and fee-based advisory services to residents of select states, along with insurance products in several states. Key Financial Group is committed to providing personalized service and attention to help clients plan for their financial future.Generated from the website

Located in Frederick, MD, Edward Jones Investments, overseen by Chris Loysen, is a financial services firm specializing in assisting individuals, families, and small businesses in achieving their financial objectives and mapping out their investment strategies. The firm's core focus lies in providing tailored solutions in investment management, retirement planning, estate planning, and educational savings programs, offering personalized guidance to meet each client's unique needs. With a network of dedicated financial advisors spanning the nation, Edward Jones places a strong emphasis on cultivating enduring advisor-client relationships through consultations and continual assistance to help clients navigate the various stages of life successfully. Their approach centers on individualized client support, creating customized strategies rather than delivering a one-size-fits-all, transactional experience, ensuring that thoughtful financial planning is within reach for a diverse range of investors. Generated using this brand's available information