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    Reed Finney's Team at Bleakley Financial Group

    Reed Finney and his team have been servicing clients with their wealth management needs for over 30 years. As a CERTIFIED FINANCIAL PLANNER™ and Chartered Life Underwriter, they are committed to helping clients get on path to achieve their financial goals.

    Our Mission:

    Is to help our clients live the life they want. We understand that your life is unique to you and you alone. That is why we offer each of our clients an individualized experience tailored to their life. Our team accomplishes this by:

    • Listening and discovering client's needs, concerns, goals, and dreams. 
    • Educating client on their options and providing advice in their best interest.
    • Providing thoughtful insight and solutions.
    • Regular proactive communication.

    Helping our clients to bring their personal and financial goals into focus is our job. Building a plan to bring these goals into fruition is our reward.

    Come to us with what matters to you in life and we will help you to address it and protect it.

    Finney team pic

    Professional Specializations

    evaluation
    Diversified Comprehensive Financial Planning
    estate planning
    Sophisticated High Net Worth Planning
    retirement income
    Retirement Income Distribution Planning
    goal targeting
    Investment Management
    income tax
    Tax and Estate Planning
    educate
    College Education Planning

    Philosophy of Service

    "I believe in thoroughly understanding our client's goals and objectives and then meeting and exceeding expectations of service. Our team approach allows us to provide a highly personalized relationship and dedicated support for our valued clients."

     

    Reed Finney

    Principal of Bleakley Financial Group 

    Meet The Team

    Finney 8833

    J. Reed Finney, CFP®, CLU®

    Principal
    Wealth Management Advisor
    reed.finney@bleakley.com
    973-575-4180 x210
     

    Reed Finney is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Life Underwriter (CLU®) with over 30 years of experience. He is a graduate of Lehigh University with a Bachelors of Science in Finance. 

    Reed and his wife are the proud parents of five children. He has coached his children's lacrosse and basketball teams for the past 15 years.  In his free time, Reed is an avid reader, tennis and paddle tennis enthusiast, and enjoys hiking with his dog.

    Industry Recognition

    • Barrons 2020 Top 1200 Financial Advisor
    • Financial Times Top 400 Financial Advisors (2019)
    • Forbes Best in State Wealth Advisors Northern New Jersey (2019, 2021)

    Contact Reed to Learn More

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    Poplawski 9120

    Justin Poplawski, CFP®, PPC®, RICP®

    Wealth Management Advisor
    justin.poplawski@bleakley.com
    973-244-4228
     

    With over 15 years of financial services experience, Justin has worked as a financial advisor and personal banker for some of the largest financial firms in the country. He works with clients to set realistic financial and personal goals, assess current financial health, develop a comprehensive plan, put the plan into action and monitor its progress. 

    Justin graduated from William Paterson University, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Retirement Income Certified Professional (RICP®), and Professional Plan Consultant® (PPC®). He is Life and Health insurance licensed and holds his series 7 and 63 through LPL Financial, and holds his 65 licenses through Bleakley Financial Group. 

    RICP conferred by The American College.

    Justin lives with his wife, Lindsay, and their three children in Morris Plains, NJ. He enjoys the outdoors, exercising, reading, and spending time with his family. 


    Contact Justin to Learn More

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    Your Service Team

    John Finney

    Investment Analyst - LPL Registered Administrative Associate

    Scott Drown, CIMA®, CAIA®, AAMS®

    Director of Operations

    Sandra Labarre

    Executive Assistant

    Desi Dimaio

    LPL Registered Sales Assistant

    James Elliott

    Investment Research & Planning Analyst - LPL Administrative Associate

    Melissa Chan

    Client Service Associate

    Andrew Bello

    Client Service Associate
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    Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. Forbes-ranked advisors, developed by SHOOK Research, is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms.
    Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors
    rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. For more information: SHOOKresearch.com.
    Financial Times 400 Top Financial Advisers minimum criteria; Financial advisors managing at least $300 million in assets and more than 10 years’ experience. Selected based on six criteria including: assets under management, asset growth, compliance record, experience, credentials and online accessibility.
    100 Passaic Avenue, Suite 300, Fairfield, NJ 07004 Contact Us P: 973.575.4180 F: 973.575.4055
    © 2023 Bleakley Financial Group, LLC

    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.

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