Joseph T. Trabert, CFS

Welcome to KEI Financial

KEI Financial offers financial products for virtually every investor.  We work with a wide variety of clients and we believe that no client is too small to give knowledgeable, ethical, and independent service.

We specialize in setting up retirement plans in the private and public sector.  KEI Financial has the ability to work with over 100 different mutual fund families and also 50 different insurance companies.  This diverse selection gives KEI Financial the flexibility to customize your portfolio to meet your specific needs.  We are unbiased and have no ties to any specific mutual fund family or insurance company.  Please visit our extensive products page to view all of our investment choices.

We specialize in designing a client portfolio to meet their risk tolerance.  If you would like us to review your risk tolerance click the link below.