CUSTOMIZED WEALTH MANAGEMENT in Cranford, NJ
Christine Beaver, Teacher
"As a woman, choosing a financial professional felt intimidating at first because I didn’t want to feel dismissed or overlooked. From my very first conversation with Brian, I felt respected, heard, and confident in the guidance I received. As a novice investor, Brian worked tirelessly to present investment options that aligned with my goals and helped me understand each step of the process. As we continued working together, he assisted me in transitioning my 403(b) accounts and expanding my portfolio. Knowing that Brian is only a text or phone call away gives me complete confidence that my money is in the best possible place. I would recommend Brian to anyone seeking a financial professional, but he is especially well suited for novice investors. His deep knowledge of the markets and his patience make investing easy to understand and approachable for those just getting started. "
Kim Deckert, Sales Leader
"My parents and I have been working with Key Bridge Financial for 15+ years. Richard Weingart has always been supportive and helping us grow our portfolio’s. Recently, changes needed to be made on my parent’s account. Transitioning accounts, and the paperwork seemed so daunting. Brian Weingart was extremely helpful and responsive with all our numerous questions. He truly simplified the process, managing through all the necessary paperwork. He was patient with my parents, sister and I with all of our questions and always responded in a timely manner. Finances are complicated and can be nerve wracking. Our Key Bridge has always made it seamless and given us good financial advice. "
Brian Willett, Law Enforcement
"I’ve been with my financial adviser for a long time, and their guidance has been invaluable. They take the time to truly understand my situation and goals, and I never feel rushed or pressured. Their advice is clear, practical, and tailored to my needs. Knowing I have someone I trust looking out for my financial future gives me enormous peace of mind. I couldn’t recommend them more highly."
Brian Willett
Law Enforcement
Awards
Cadaret Grant & Co.
1993 Solid Gold Performer
1994 Top Producer
1998 Top Producer
2020 Top Producer
2021 Top Producer
2022 Top Producer
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Franklin Templeton Investments Awards
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2003 Kite and Key Club - outstanding service and commitment
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Capital Group - American Funds
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All American Team - recognition of financial expertise and dedication to the principals of sound investing.
Third party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.