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:
View our KIS Business Continuity Disclosure Statement, SEC Regulation Best Interest Disclosures, and Form CRS – Customer Relationship Summary.
Check the background of this firm on FINRA's BrokerCheck.
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 affiliated with KeyBank National Association (KeyBank).
Investment and insurance products made available through KIS and KIA are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY
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.