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Frequently Asked Questions 

  • Is there a minimum asset or investment requirement?

A -  Key Bridge Financial is committed to serving clients without any minimum investment or asset size. We understand that every financial journey begins with crucial first step  

  • What fees are associated with your services?

A-  Key Bridge Financial provides a diverse range of investment services tailored to meet all client needs. Client suitability is our top priority when offering advisory or commission-based services. Please reach out for more details

  • How do I begin my financial journey

A-  Today's investors have limited time and require easier access to financial professionals than ever before. Our initial consultation can take place person, via phone, or over Zoom, with similar options available for follow-up meetings.

  • What is our number one priority? 

A-  The financial goals and objectives of our clients are our top priority. What distinguishes Key Bridge Financial from other investment firms is our proven policies and. At Key Bridge, the client's best interests always come. For more details, please refer to our CRS.

  • Can you only conduct business in New Jersey

A- Key Bridge is not restricted to providing financial services only in New Jersey. Our representatives and advisors are registered in over 30 states.  

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Securities and Advisory Services offered through Cadaret Grant & Co. Inc. a Registered Investment Advisor, and Member (FINRA /SIPC ).  Keybridge Financial and Cadaret Grant & Co. Inc. are separate entities.

Registered representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

 

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