Media Library

TOP ADVISORS WEIGH IN: CLIENTS ASK, 'HOW BAD IS IT GOING TO GET?'

May 27, 2020 - What are your clients’ biggest worries during this coronavirus pandemic? - Andy Schwartz

BLEAKLEY FINANCIAL ADD MICHAEL AXELROD AS FIRM PRINCIPAL AND EQUITY PARTNER

May 19th, 2020: With the agreement closing in early May, Axelrod becomes the first new equity member in over 27 years.

Bleakley Leverages FinTech

May 2020 - Feature on the Bleakley tech platform from FinTech Magazine, highlighting the enhancements made over the past couple years which allows us to continue to attract new advisors and grow our footprint across the country.  

ANDY SCHWARTZ RECOGNIZED AS A 2020 FINANCIAL TIMES 400 TOP FINANCIAL ADVISOR

April 16, 2020 - Andy Schwartz is 1 of 13 advisors from the state of New Jersey to be named to the 2020 Financial Times 400 Top Financial Advisors.

ANOTHER GRAB FROM NORTHWESTERN BOOSTS EXPANDINGS LPL ENTERPRISE TO $6b

Bleakley Financial Group added its sixth new financial advisor within the past year and its seventh recruit in a row to leave the expanding enterprise’s former broker-dealer.

ANDY SCHWARTZ & REED FINNEY RECOGNIZED IN BARRONS TOP 1200 FINANCIAL ADVISORS LIST

A testament to the great work done by our two Bleakley partners.

LYLE WEINTRAB, CFP® JOINS BLEAKLEY FINANCIAL

Bleakley Financial has added 24 year industry veteran Lyle G Weintraub, CFP®, CLU®, ChFC® as a Managing Director and Wealth Management Advisor to their Fairfield, NJ headquarters. Mr. Weintraub will also hold office space in Manhattan. Weintraub becomes the 6 [the] new member to affiliate with Bleakley in the last 12 months.

FOUR BLEAKLEY FINANCIAL PARTNERS RECOGNIZED AS BEST-IN-STATE WEALTH ADVISORS

Andy Schwartz, Scott Schwartz, Mike Axelrod, and jack Cooney qualify.

ANDY SCHWARTZ RECOGNIZED AS NJBIZ 2019 EXECUTIVE OF THE YEAR

Fairfield, New Jersey (December, 14 2019) – Andy Schwartz was recognized by NJBIZ as the 2019 Executive of the year.  As part of this award, NJ Biz looks at the Executives company history, growth, leadership, accomplishments, challenges, and community involvement.

BLEAKLEY FINANCIAL ADDS BOB RUELLE AS MANAGING DIRECTOR - FINANCIAL PLANNING

The new role will oversee all Financial Planning operations for the firm with an emphasis on enhancing fee based financial planning services and expanding the platform to provide other advanced planning resources including legal review and accounting services.