Investment Planning

Build a solid investment foundation.

When you invest, you want to see growth, and know where it’s coming from. Key Investment Services® (KIS) works with you to create a comprehensive plan tailored to your needs and interests, and we’ll use it to track your progress and adjust your strategies to help you reach your goals.

Solutions That Create a Positive Future

Key Investment Services® professionals work with you to help you meet all your goals:

  • Wealth management

  • Retirement planning

  • Maximizing retirement income distributions

  • Saving for a major purchase

  • Paying college costs for your children or grandchildren

  • Leaving a legacy

Investment Solutions for Your Life

When you're planning for your future and building assets, Key Investment Services® provides smart solutions:

Now we're talking.

Check the background of this firm on FINRA's BrokerCheck.

Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC and SEC-registered investment advisor.

Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank).

Investment and insurance products made available through KIS and KIA are:

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE NOT A DEPOSIT NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY

KIS, KIA and KeyBank are separate entities, and when you buy or sell securities and insurance products you are doing business with KIS and/or KIA, and not KeyBank.

Contact Us Icon

Call Us

1-888-KIS2YOU

Clients using a TDD/TTY device:
1-800-539-8336

Clients using a relay service:
1-866-821-9126

Contact Us Icon

Schedule an Appointment

Talk to a Branch Manager in your neighborhood.

Schedule an appointment now

locator

Find a Branch or ATM

Contact Us Icon

Call Us

1-888-KIS2YOU

Clients using a TDD/TTY device:
1-800-539-8336

Clients using a relay service:
1-866-821-9126

Contact Us Icon

Schedule an Appointment

Talk to a Branch Manager in your neighborhood.

Schedule an appointment now