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 

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
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.