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Complete real estate solutions

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Invest for Higher Education

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Higher education Plan

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Great vacation planning

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Planning for well retirement

About us

Golden Key Financial is an independent full-service financial services and tax-planning firm that recognizes the complexities and opportunities pertaining to today’s rapidly changing marketplace.

Golden Key Financial* works closely with a roster of leading attorneys, financial institutions and other skilled professionals to keep at the forefront of financial trends and conditions and provide informed and responsive service to our valued clients.

Our practice is built upon a comprehensive approach to Wealth Management, focusing on 10 Key Wealth Management Issues that our clients are likely to face at some point in their lives.

Because no two clients are the same, we are committed to individually knowing our clients well enough that we can help them anticipate when each Wealth Management Issue will become a priority.  This process also allows us to proactively provide our clients with ideas, suggestions and alternatives that need to be considered for each issue.

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