About

We are dedicated to providing investment management and strategic wealth planning to [your target market]. Simply put, we strive to be our client’s trusted advisor. As a financial services firm, our primary focus is to provide independent opinions that are designed with a goal to pursue long term investment results.

[Your company name] does this with the highest levels of integrity and respect while always collaborating using a team approach.

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

Address: 2987 REDFISH LANE, CUDJOE KEY, Florida 33042
Email: todd.german@lpl.com
Website: keyswealthmanagement.com
Phone: 305-942-1611

Contact

If this method of addressing your financial needs sounds appealing, I invite you to spend some time exploring this site. I also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or email me.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, CA, CO, CT, DE, FL, GA, HI, KS, KY, LA, MA, MD, MO, NC, NE, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, VT, WY

LPL Financial Form CRS