“Speaking directly with members of Congress was an invaluable experience,”
“Our advocacy is only as effective as our members are engaged and energized,” said FSI President & CEO Dale Brown. “And conscientious advisors like David Morders help bring real-life experience to our efforts. Meetings like this allow lawmakers to hear directly from our members — true financial advisors who meet daily with Main Street Americans — about the issues impacting not only them, but also their clients.”
The independent financial advisor members of FSI serve more than 15 million American households. They are affiliated with independent broker-dealer firms who serve more than 160,000 independent financial advisors.
About Key Financial Group:
Key Financial Group is an independent wealth management firm that specializes in customized financial solutions for our clients. We work with a select number of individuals, families, and businesses that prefer the personalized service and attention of a small independent firm when planning for their financial future. With over 25 years of combined industry experience, our advisors provide top tier financial planning and trustworthy investment expertise. Our independent status ensures we have full access to the universe of investment options, financial planning tools, and high quality research to maximize results for our client strategies. Key Financial is completely unbiased and is not tied to proprietary “Wall Street Banking” products and platforms, or influenced by corporate affiliations. We have an extremely loyal client base as a result of our company’s unprecedented communication, which is vital to a strong relationship. The majority of our business growth has come through client and professional referrals. We look forward to helping you pursue your financial goals.