We are thrilled to announce that seven of our advisors have been honored on the Forbes Best-in-State list for 2024! Join us in celebrating this incredible achievement by our dedicated team members! Andy Schwartz, CFP®, Scott Schwartz, Jack D. Cooney Jr., CPA, CLU®, Michael Axelrod, Richard Wright, Jr. CFP®, Frank Lepore, & Lyle Weintraub Their dedication and commitment to excellence in financial advising have rightly earned them a spot among the best. Congratulations to each one of you! 🎉 #IndustryRecognition #ForbesBestInState2024 #FinancialAdvisors #Congratulations
Bleakley Financial Group
Financial Services
Fairfield, New Jersey 4,380 followers
We look for ways to leave lasting impressions…
About us
A FOCUSED MISSION FROM A TRUSTED PARTNER Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a focused team environment. Our advisory model is based on a disciplined collaborative planning process that addresses the full complexity of your personal situation. Advisors associated with Bleakley Financial Group, LLC may be: (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, (2) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC and investment advisor representatives of Bleakley Financial Group, LLC; or (3) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Bleakley Financial Group or LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
- Website
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http://www.bleakley.com
External link for Bleakley Financial Group
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Fairfield, New Jersey
- Type
- Privately Held
- Founded
- 1984
- Specialties
- Financial Planning, Insurance Planning, Investment Management, Risk Management, Wealth Management, Estate Planning, Retirement Planning, and Financial Wellness
Locations
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Primary
100 Passaic Avenue
Suite 300
Fairfield, New Jersey 07004, US
Employees at Bleakley Financial Group
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Mary Lundstrom CFP ®
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Joseph Sreshta
Wealth Management Advisor at Bleakley Financial Group
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John H. Voigt, Jr. CFP®, CLU®
Wealth Advisor at Bleakley Financial Group
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Shaun Feldeisen, CFP®, CLU
Helping Pharma & Biotech Execs, Law Firm Partners, and Business Owners, Build Lasting Wealth and Make Better Financial Decisions from having a…
Updates
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As the election season heats up, corporate tax policies are in the spotlight. How will these changes impact the stock market and your investments? #Finance #Investing #Elections2024 #CorporateTaxes
How Corporate Taxes Could Impact Markets This Election Season
bleakley.com
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In a recent CNBC panel, our CIO Peter Boockvar shared valuable insights on the Fed's current stance and the economic outlook. Joined by Diane Swonk from KPMG and Michael Gapen from Bank of America Securities, they discussed the need for more data before determining the appropriate rate path. 👉 Watch now to hear their expert analysis on the economic landscape!
The Fed needs more time to determine appropriate rate path, says BofA's Michael Gapen
cnbc.com
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Curious about Roth IRAs? Our latest article dives into the benefits, potential drawbacks, and advanced strategies like Backdoor and Mega Backdoor Roth IRA conversions. Discover how a Roth IRA could enhance your retirement planning. Article by John Patterson, CFP
Common Question: Could a Roth IRA help my planning and if so, how? - By John Patterson
bleakley.com
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Join our CIO, Peter Boockvar, as he analyzes the reasons behind the Japanese yen's plunge to its lowest level since 1986, the implications for the global economy and expectations from Japan’s central bank. Watch Peter's analysis on CNBC’s ‘Squawk Box’ now! 📺🔗 #FinancialMarkets #GlobalEconomy #Investing
Yen plummets to lowest point in nearly four decades
cnbc.com
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Welcome to Bleakley Financial Group, Alex Braun, CFA!
We are delighted to introduce Alex Braun, CFA as the newest addition to the team. Assuming the role of Investment Director, Alex brings an abundance of investment expertise and knowledge to our team, and we eagerly welcome him aboard!
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Bleakley Financial Group reposted this
CIO Peter Boockvar says we’re experiencing a two-lane economy and market. Download the StockPick app to watch the full interview and find out how he’s navigating the mixed environment. Keep watching for 3 stocks the editor of the Boock Report is picking up right now. https://lnkd.in/gVTYnFcV
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Curious about how to navigate market volatility and invest with confidence? Discover the benefits of dollar-cost averaging! 💡 This strategy can help you stay committed to your investment plan, even during uncertain times. #Investing #FinancialPlanning #DollarCostAveraging #MarketStrategy #FinancialSuccess
How Dollar-Cost Averaging Can Help Investors Get Into the Market
bleakley.com
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Today we honor Juneteenth, a day that marks the emancipation of enslaved African Americans and celebrates the rich culture and contributions of the Black community. Let's take this time to reflect, educate, and strive for a more inclusive and equitable future for all. #Juneteenth #FreedomDay #CelebrateHeritage #Unity
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