Network·Family Office

Key Investment Services LLC

Unclaimed

📍 BROOKLYN, OH

Family Officefinancial serviceshealthcare
www.key.com/kpb/our-approach/kis.html

SEC CRD #801-65060

About

Investment Management Planning | Key Investment Services | KeyBank KeyBank Services Personal Small Business Wealth Management Businesses Institutions About Key Enter a Search Term Search Menu Sign On Investment Planning Build a solid investment foundation. When you invest, you want to see growth, and know where it’s coming from. Key Investment Services ® (KIS) works with you to create a comprehensive plan tailored to your needs and interests, and we’ll use it to track your progress and adjust your strategies to help you reach your goals. Solutions That Create a Positive Future Key Investment Services ® professionals work alongside our clients and members of Key Private Client to understand goals and create tailored plans, including: Wealth management Retirement planning Maximizing retirement income distributions Saving for a major purchase Paying college costs for your children or grandchildren Leaving a legacy Investment Solutions for Your Life When you re planning for your future and building assets, Key Investment Services ® provides smart solutions: IRAs Annuities Mutual Funds Managed Accounts Education Savings Plans Health Savings Investment Account Build your personal wealth roadmap. Start with our Key Wealth Analysis. Investment products are 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 non-bank affiliates of K

Key Contact

MD

MARK DOUCE

CHIEF COMPLIANCE OFFICER

📞 (888) 547-2968

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Geographic Focus

ohunited states

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AUM

$8.9B

Location

BROOKLYN, OH

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