Welcome to the KeyBridge Financial Client Resource Center.
Our website offers a wealth of resources to help you review and manage your investments. You're only one click away from a world of useful services.
What would you like to do during this visit?
- Access My Account - The fastest way to work with your account online. Got your personal identification number handy? (If not, we can still help you if you click on the middle blue button at the top of the page.)
- Services - Click here to see the full list of our services. You may be surprised at the breadth of services we offer—so take a look here before you call a stranger for help with a personal financial need.
- Market Commentary - Click here to read the latest commentary on current events affecting the markets and your investments.
- Portfolio Test - This is a great way to organize your thoughts prior to a conversation about your investment plans. But don't think of it as a “test;" it's more of an assessment in advance of a conversation about the best way to help you pursue your goals.
- Philosophy - Our philosophy and dedication to client service set KeyBridge Financial apart in the community. If this is your first time visiting this site—or a friend has asked you why they should call us—you'll find this information useful.
- History - How and why are independent financial professionals different from other types of firms advertising in print and broadcast media?
- Biography - You should know at least as much about your financial professional as you do about your doctor, lawyer, and hair care professional. Click here to get to know a little about Jim Catanese, our principal.
- Contact Us - See something interesting on the site that piques your curiosity? Want to pose a question? Click here to open an e-mail form automatically. We answer all of our client e-mail within one business day.