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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.
Read moreA testament to the great work done by our two Bleakley partners.
Read moreBleakley 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.
Read moreAndy Schwartz, Scott Schwartz, Mike Axelrod, and Jack Cooney qualify.
Read moreFairfield, 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.
Read moreThe 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.
Read moreWhen Kyle Wesley joined the NJ-based Bleakley Financial Group as a Digital Platform Manager in 2016, the firm's primary trading tool wasn't quite what he was hoping for - both in terms of speed and overall efficiency - something he was determined to change.
Read moreAn independent group launched by former top producers at Northwestern Mutual added two more teams in as many months from their onetime broker-dealer.
Read moreBleakley Financial Group has added a new affiliate office in East Lansing, Michigan led by industry veteran Eric Waggoner. The Waggoner Financial Group affiliation marks the sixth new office and eleventh advisor transition for Bleakley in under two years.
Read moreThe Financial Times (FT) has recognized four Bleakley Financial Group partners among the 400 Top Financial Advisors in the nation according to its annual FT Top 400 Financial Advisors list. The 2019 list from Financial Times includes 17 advisors in the state of New Jersey, and Bleakley Financial advisors comprise over 20 percent of that group.
Read moreThe opinions in the CNBC appearances and market updates calls are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The opinions expressed in this material do not necessarily reflect the views of LPL Financial. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Bonds are subject to market and interest risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. Peter Boockvar is solely an investment advisor representative of Bleakley Financial Group, LLC, and not affiliated with LPL Financial.
Archived content consists of material while operating under Private Advisor Group as a registered investment advisor prior to Bleakley Financial Group, LLC transitioning to operate as an independent registered investment adviser.
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