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Our Services

In today’s financial climate, it can be nearly impossible to confidently create a financial strategy on your own. Luckily, our firm offers dynamic, flexible strategies tailored to your needs.

<strong>About Us&#160;</strong>

About Us 

Bleakley Financial Group continues to serve our loyal customers after more than three decades of dedicated work. Bleakley Advisors service approximately $9B in brokerage and advisory assets across 4 custodians (as of 12.31.21).

  • Our Philosophy

    We recognize the duty we have to our clients surrounding their financial assets. We respect the many sacrifices and hard work that go into any financial situation. As we listen to our client's stories, we aim to provide the best financial education and advice we can offer. When we encounter a unique situation, we turn to our comprehensive team of financial professionals to collaborate and engineer the best solution. We recognize that circumstances can change over time, and offer follow-up services to monitor your financial progress. With careful communication and dedicated service, we seek to provide our clients with an exceptional experience.

  • Meet Our Team

    As an independent firm, we have carefully handpicked our team of dedicated advisors to work with you on a one-on-one basis. We strive to meet or exceed your needs with dedicated services focused on your individual life, goals, and circumstances. Set up an appointment with one of our team members to experience our personalized approach.

  • Reach Your Goals

    Our advisors work with clients from many different backgrounds. We help everyone from business professionals to individuals and families. We are happy to assist clients in any circumstance as they work towards their unique goals. Let us put you on the path toward success with our personalized financial advisory services.

Our Values

Every action we take is based on our six values.

Listen

Listen

We listen to the financial needs of each client.

Respect

Respect

Years of experience have prepared us to guide you through your life transitions.

Educate

Educate

We believe in continual learning and education.

Provide

Provide

We pride ourselves in providing top tier financial planning and wealth management services to each client.

Monitor

Monitor

We closely monitor the investment and retirement accounts of each client, treating each on as a top priority.

Communicate

Communicate

Communication is the building block of any meaningful relationship. We believe in clear and frequent interaction with both team members and clients.

How We Work

Our Process
<h2 data-section-id="4" data-box-id="1" data-box-type="title">WE KNOW PERSONAL FINANCES</h2>

WE KNOW PERSONAL FINANCES

We’ve been guiding clients on their financial journey across the U.S. for over three decades. Our dedicated team of experienced financial professionals includes financial planners and advisors, researchers and client support specialists.

Knowledge Leads to Financial Freedom

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.

Weekly Market Commentary

Weekly Market Commentary

 Thoughtful insight on market news

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LPL Research

LPL Research

Helpful documents provided by the LPL Research Team 

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Resource Library

Resource Library

These financial resources can help you evaluate your goals.

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Blog

Blog

Stay up-to-date on the latest firm news

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Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

Meet Our Team

Have a question?

We're happy to address any questions you may have, even if you're not a current client. One of our staff will reach out soon to help answer any concerns or questions.

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