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Our History

KeyAdvisors is a financial services firm that traces its history back to 1876 - the year National Life Insurance Company officially opened an agency in the Philadelphia area, one of National Life’s oldest agencies. Our representatives specialize in assisting seniors, business owners, professionals, and their families plan for a sound financial future. Through the establishment and implementation of pre-retirement, retirement, financial, and estate strategies, our representatives help clients protect their families and businesses, reduce their tax liability, and achieve their financial goals and objectives.

Our priority is helping clients pursue their personal, business, and financial objectives. By applying appropriate strategies, staying abreast of changes in tax law, and selecting quality financial products and providers, we seek not only to enhance our clients’ personal, business and financial situations, but enable them to extend the beneficial effects of our strategies to successive generations.

Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc., a Broker/Dealer and Registered Investment Advisor affiliate of National Life Insurance Company, Montpelier, Vermont. National Life Insurance Company is licensed to do business in all 50 states and the District of Columbia. KeyAdvisors is independent of Equity Services, Inc. and National Life.

Meet the team...