KeyAdvisors

Full service financial services firm

KeyAdvisors is a multi-generation financial services firm that focuses on seniors, small business owners, professionals and their families. As a team, we analyze, recommend, and implement programs that help address each of our client's unique concerns. 

 

For Retirement Planning Seminar dates and locations, please click here

To contact a Long-Term Care specialist for information and quotes, please click here

 

 

Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC, a Broker/Dealer and Registered Investment Adviser, Rose Tree Corporate Center II, 1400 North Providence Road, Suite 1015, Media, PA 19063 (610) 891-9700 KeyAdvisors and all other entities and individuals referenced are independent of Equity Services, Inc., unless otherwise noted.

 


 

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

The Savings Scare That Wasn’t

Although some economists and media outlets paint a picture of a looming savings crisis, with close to 80 million baby boomers on the cusp of retirement, you may find that the nation’s personal savings rate isn’t all that important.

Shelter from the Storm

Finding yourself on the wrong side of a multimillion-dollar decision would be a bad time to discover you didn’t have enough liability coverage under your homeowners and auto insurance.

Lock in Today’s Tax Rates

If you expect that tax rates are going to increase, you might want to consider opening a Roth IRA.

Mutual Fund Mastery

Test how much you know about one of the most popular investment vehicles.

More Newsletters →