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 4,414 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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Exciting News for 529 Plan Holders! Are you wondering what to do with the leftover funds in your 529 plan now that your child has finished their education? The new Secure 2.0 Act offers a game-changing option: rolling over those assets to a Roth IRA. Our latest blog explores the traditional options for leftover 529 funds, details of the Secure 2.0 Act, and how you can benefit from this new rollover provision. #529Plans #RothIRA #FinancialPlanning #SecureAct #TaxAdvantage #Savings Learn how you can benefit. 👇
Rolling Over 529 Plan Assets to a Roth IRA
bleakley.com
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📅 Keep Your Finances on Track: Mid-Year Financial Check-In! 🧾✅ We're slightly past the midpoint of 2024— the perfect time to revisit your financial goals. Review and print the Financial Planning Calendar below and ensure you're on track for the rest of the year. #FinancialPlanning #MidYearReview #FinancialGoals
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Great insights from Justin Lubenow from Senior Advisors- Bringing Clarity to Medicare as he breaks down the differences between #Medicare Supplement Plan G vs Plan N. #healthcare #retirementplanning
One of the frequently asked questions we get is about Medicare Supplement Plan G versus Medicare Supplement Plan N; so we wrote this short article (and created a video) to help explain some of these key differences. Hope this helps. https://lnkd.in/eDNH3RTE
Medicare Plan N vs Plan G | Senior Advisors
senior-advisors.com
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Review the essentials of IRA and Roth IRA hardship withdrawals to navigate financial challenges and protect your retirement savings. #RetirementPlanning #IRATips
Understanding IRA and Roth IRA Hardship Withdrawals
bleakley.com
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"The S&P 500 continued to power on in June, but the broad market participation began to lag again as big tech stocks mostly drove the bus again." - Peter Boockvar, June 2024 Market Commentary #economicoutlook #stockmarket #wealthmanagement
June Market Commentary 2024 | Bleakley Financial Group
bleakley.com
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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