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 firm like ours has such strong representation in the top 40 is a tremendous achievement. We always work hard to put the needs of our clients first and will continue providing the excellent service that got us here.”

According to SHOOK Research*, which conducts the research and rankings for Forbes, the list consists of advisors they consider “role models – advisors that are leading the way in offering best practices and providing a high-quality experience for clients.”

R.J. Shook, president of SHOOK Research puts it this way, “When we meet with an advisor in person or on the phone we are thinking to ourselves ‘is this someone we would recommend to a friend or family member?’ If we’re going to recommend advisors to the public, we have to make sure every advisor is high quality.”

*Neither Forbes nor SHOOK Research receive any compensation from advisors, firms, the media or any source in exchange for placement on a ranking.

Contact:
Vincent Nauheimer
vincent.nauheimer@bleakley.com
(973) 575-4180 ext. 336