Bleakley Financial

Financial Insights

You’re just getting started: Four ways women can take their finances to the next level

If you think about just how far women have come in the last half century, it’s pretty astounding. It was just 50 years ago that many women couldn’t dream of pursuing a career they loved. If they worked outside the home, it was assumed they would get paid a fraction of what a male colleague got. And the home front was considered their domain—and responsibility. Today, women make up 47% of the workforce. They dominate the ranks of college and post-secondary graduates. Almost half of women are their family’s primary breadwinners, and they are increasingly occupants of corner offices. Women now have the independence and resources to make decisions for their financial futures on their own … [Read more...] about You’re just getting started: Four ways women can take their finances to the next level

Four Bleakley Financial Advisors Recognized on FT Top 400 Advisor National List

The Financial Times just released their 400 Top Financial Advisors report for 2019. Bleakley Financial Group is pleased to announce that Andy Schwartz, CFP®, John D Cooney Jr, CPA, CLU®, Reed Finney CFP ®, CLU® and Scott Schwartz have been recognized on the list this year. Congratulations go out to Andy, Scott, Jack and Reed for being included in this year’s FT top 400 advisor national list. There were only 17 advisors included from NJ and Bleakley makes up more than 20% of the list! It's amazing to see the leaders of our firm consistently recognized as leaders in the industry nationally. Congratulations! Read full article here.  … [Read more...] about Four Bleakley Financial Advisors Recognized on FT Top 400 Advisor National List

John Mara & Shaun Feldeisen of Boston Join Bleakley Financial

Fairfield, New Jersey (February 22nd, 2019) – Bleakley Financial has added two new affiliates, and with them a new office location in Boston, MA. John Mara and Shaun Feldeisen become the 9th and 10th advisors to join the Bleakley team in the last 20 months. With a combined 34 years of industry experience, the two advisors and their talented staff of 5 operate a robust private wealth management practice that serves the unique financial needs of affluent families, corporate executives and privately held businesses across the greater Boston area. According to Andy Schwartz, co-founder and principal of Bleakley Financial, “We couldn’t be more excited to partner with John and Shaun in the … [Read more...] about John Mara & Shaun Feldeisen of Boston Join Bleakley Financial

Forbes Includes Five Bleakley Financial Advisors Among “Best-In-State” Rankings

Fairfield, New Jersey (February 26, 2019) – Forbes has recognized five Bleakley Financial Group advisors among the top 40 advisors in its annual Best-In-State Wealth Advisor list for northern New Jersey. Andy Schwartz, Mike Axelrod, Jack Cooney, Reed Finney and Scott Schwartz have all been recognized by Forbes as elite advisors based on several key factors including their practice size, compliance record, industry experience and approach to working with clients. Andy Schwartz, co-founder and principal of Bleakley Financial shared, “It’s a testament to the culture of our firm that we’ve had five advisors acknowledged by Forbes this year. The fact that a boutique advisory and planning … [Read more...] about Forbes Includes Five Bleakley Financial Advisors Among “Best-In-State” Rankings

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