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Fairfield-based Bleakley Financial Group expanded its reach this week by affiliating with Hittinger Financial, a Pennsylvania-based wealth management practice that serves clients throughout Pennsylvania and Virginia.
Read moreFairfield, New Jersey (November 14, 2017) – Bleakley Financial Group has added a new affiliate, Hittinger Financial, a Whitehall, PA – based private wealth management practice that serves the financial needs of over 500 families and businesses across the Lehigh Valley region.
Read moreWe think of our employees as investment, not an expense
Read moreThe federal estate tax, sometimes called the “death tax,” can be a hot political topic.
Read moreThe reasons you're not saving enough for college
Read moreThere’s a lot of focus on minimizing fees when investing, but investors should also pay attention to another harsh drag on returns: taxes.
Read moreIf you own a mix of stocks and bonds, you may expect the stocks to cause you periodic bouts of anxiety. But it’s bonds that have been acting up lately, and in coming years they may not live up to their reputation as a portfolio sedative.
Read more5 Smart Strategies to Reduce Estate Taxes
Read morePreparedness is an essential component of a good financial plan. At Bleakley Financial Group, our advisors utilize state of the art tools, such as Everplans, to help our clients prepare for the unexpected
Read moreLeading retail investment advisory firm and independent broker/dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), today announced that it is providing custodial and broker-dealer services to Bleakley Financial Group (Bleakley), an independent financial advisory firm.
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.
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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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