Hudson, NY Office

Philip Stire is a financial advisor at Key Investment Services LLC with 40 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Key Investment Services since 2008. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices with non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and conducting regular product due diligence and supervisory oversight.

Jeffrey Hannett is a financial advisor at Key Investment Services LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current tenure at Key Investment Services, Hannett worked at KeyBank. He is also a financial education instructor at Kaplan North America, where he teaches and develops curriculum related to financial planning and investment industry designations. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in selecting investment models and provides ongoing monitoring and due diligence of third-party advisory products.