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 financial services tailored to you. 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 your plan for the future into action.
What are you hoping to achieve? Some of your goals may include:
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.
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 click the button below to send us your contact information. We’ll contact you to schedule your free comprehensive consultation with a Key Investment Services Advisor.Yes, I'd like to schedule a consultation
* Federal Reserve, US Census Bureau, Internal Revenue Service. “American Family Financial Statistics”. Statistic Brain Web. 27, April, 2015.
View our KIS Business Continuity Disclosure Statement. PDF
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:
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.