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Overview

Expertise that can help you reach your goals is close at hand.

You don't need to look for guidance outside of Key to navigate the labyrinth of investment options. At Key Investment Services (KIS), we know you and can provide tailored financial services. Whether you are looking to start an investment plan, protect your family’s assets, plan for your retirement or pass on a legacy, our advisors can help simplify the investment landscape while providing the resources you’ll need to put into action your plan for the future.

Goal-based solutions

  • Wealth management
  • Retirement planning
  • Maximizing retirement income distributions
  • Saving for a major purchase
  • Paying college costs for your children/grandchildren
  • Leaving a legacy

Investment and insurance solutions

The statistics are sobering

KIS Infographic

A surprising number of Americans have little or no savings, will need to remain in the workforce longer than they planned, and won't have the funds in retirement to support themselves.

Smart money management requires diversification and periodic adjustment. We want you to be invested broadly enough to weather extreme market fluctuations. Plus, we’ll schedule regular checkups and recommend changes to reflect your own changing needs and goals.

Schedule your complimentary consultation today

We’ll talk to you about your current situation, your personal needs and your goals. Then we’ll work together to develop a customized investment plan that addresses all three.

Visit one of our branches or schedule an appointment with us below.

Yes, I'd like to schedule a consultation

* U.S. Census Bureau, Saperston Companies, Bankrate. “Retirement Statistics”, Statistic Brain Web. 6, April, 2017.

View our KIS Business Continuity Disclosure Statement.

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

Investment products 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.

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