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William G

Series 65, Series 63

Amherst, NY

Key Investment Services LLC

William Grochala is a financial advisor with Key Investment Services LLC in Amherst, NY, holding Series 65 and Series 63 designations and bringing 12 years of industry experience. He has worked at Key Investment Services and KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with close affiliations to KeyBank and KeyBanc Capital Markets.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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