Key Wealth Partners
Financial Services, 351 Rumford Road, Lititz, Pennsylvania, 17543, United States, 1-10 Employees
Phone Number: +17*********
Who is KEY WEALTH PARTNERS
David G. Niggel, CFP, ChFC, AIF is a financial advisor and founder of Key Wealth Partners, LLC, a Registered Investment Advisory firm providing fee-only wealth management to individuals, ...
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Headquarters: 351 Rumford Road, Lititz, Pennsylvania, 17543, United States
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Date Founded: 2010
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Employees: 1-10
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Revenue: $10 Million to $25 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 523940 |
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Frequently Asked Questions Regarding Key Wealth Partners
Answer: Key Wealth Partners's headquarters are located at 351 Rumford Road, Lititz, Pennsylvania, 17543, United States
Answer: Key Wealth Partners's phone number is +17*********
Answer: Key Wealth Partners's official website is https://keywealthpartners.com
Answer: Key Wealth Partners's revenue is $10 Million to $25 Million
Answer: Key Wealth Partners's SIC: 6282
Answer: Key Wealth Partners's NAICS: 523940
Answer: Key Wealth Partners has 1-10 employees
Answer: Key Wealth Partners is in Financial Services
Answer: Key Wealth Partners contact info: Phone number: +17********* Website: https://keywealthpartners.com
Answer: David G. Niggel, CFP, ChFC, AIF is a financial advisor and founder of Key Wealth Partners, LLC, a Registered Investment Advisory firm providing fee-only wealth management to individuals, families, and business owners throughout Lancaster County, Pennsylvania and across the country. He specializes in financial planning, wealth management, retirement planning, and serving in a fiduciary capacity. Davids clients are largely affluent individuals and corporate retirement plans. After having successfully built their careers and assets, these clients want to work with an experienced advisor they trust to build, manage, and preserve their hard-earned wealth. They often seek an advisor to manage their financial planning matters and provide fiduciary care so they can worry less about their assets and spend more time on their passions in life. David focuses on getting to know his clients on a personal level, listening to their needs and desires, and providing unbiased advice on how to work toward their objectives. Clients often choose to work with David due to his honesty, transparency, and fiduciary capacity. As an Accredited Investment Fiduciary (AIF), he is obligated to always act in the best interest of his clients. He provides a statement of fees in writing and reviews all potential conflicts of interest with clients to provide the highest level of transparency upfront. His ultimate goal is to create a trusted relationship to help clients build a plan to live out their vision of a successful retirement.
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