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Key Financial Solutions, LLC
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07068 Roseland -
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Fairholme Capital Management - Bruce Berkowitz
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Stonebridge Capital Management
- 33 Clinton Rd
- West Caldwell, New Jersey
- 07006
- Phone: 973.244.9696
- Website
Description
We are a full service investment advisory firm providing portfolio management and financial planning services located in West Caldwell, NJ.MARKETS SERVED: Individuals Qualified Plans Endowments Foundations SERVICES PROVIDED: Analysis of current investment assets. Assessment of client objectives, risk tolerance, and time horizon. Development of personalized investment strategy. Detailed account statements and performance reporting.