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    Jack Cooney's Team at Bleakley Financial Group

    Jack Cooney and his team have been servicing clients with their wealth management needs for over 35 years - committed to providing clients with a comprehensive financial planning experience to help them work toward achieving their financial goals.  

    Contact Us Today

    Working With Us

    Our Values Leave Lasting Impressions

    • To have a positive impact and make a difference in the lives of my family, friends, business and community.
    • To empower my clients so they realize their goals and dreams in the event of likely occurrences such as death, disability, retirement and under capitalization. 
    • To understand my client's situation by:
      • Educating them
      • Respecting their assets
      • Solving their problems
      • Monitoring their progress
      • Keeping in touch
    Our Mission-Cooney

    Professional Specializations

    cash flow
    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

    "A good financial blueprint can lay out what you need to do today to achieve your goals tomorrow .  As with other successes in life, you must set goals and work proactively towards those goals.  Each financial decision you make and action you take will have a significant impact on your future financial security."

     

    Jack Cooney

    Principal of Bleakley Financial Group 

    Meet The Team

    Cooney 8933

    Jack D. Cooney, Jr., CPA, CLU®

    Principal
    Wealth Management Advisor
    jack.cooney@bleakley.com
    973-244-4206
     

    Jack Cooney is a Certified Public Accountant (CPA) and Chartered Life Underwriter (CLU®) with over 35 years of experience. He is a graduate of Stonehill College with a Bachelors of Science in Accounting.  

    He is a member of multiple organizations, including AICPA, New Jersey State Society of CPA's, and FSA.

    Out of the office, Jack enjoys spending time with his wife, Kathleen and their 6 children, Meghan, Cristin, John, Brendan, Kristy, and Colleen.

    Industry Recognition

    • Forbes Best-in-State Wealth Advisor - 2019, 2020, & 2021
    • Financial Times 400 Top Financial Advisors - 2019

    Contact Jack to Learn More

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    Torney 7517

    Patrick S. Torney CFP®

    Wealth Management Advisor

    patrick.torney@bleakley.com
    973-461-7468
     

    Patrick works with individuals, families and business owners to define goals for the future and address plans to work toward them. From the birth of a child, preparing for college and accumulating wealth for retirement, to planning for the distribution of your estate, having the proper strategies and vehicles in place makes all the difference. Patrick will work with you every step of the way with the integrity and high level of service you expect.

    Patrick earned his Bachelor of Science degree in Mechanical Engineering from Villanova University in Pennsylvania and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He enjoys playing golf, going to the beach, winter trips out West and staying active.

    Contact Pat to Learn More

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    Your Service Team

    Christopher Bukowczyk

    Client Relationship Manager - LPL Registered Sales Assistant

    Katia Leibold, MBA

    Senior Investment Operations Manager

    Christopher Milde

    Client Relationship Manager

    Kimberly Parrillo

    Insurance Associate

    Dana Rivenburg

    Client Service Associate

    Mark Stanic

    Investment Analyst - LPL Administrative Associate

    Rahul Tyagi

    Senior Investment Research & Planning Analyst - LPL Administrative Associate

    The Forbes Best-In-State Wealth Advisor ranking was developed by SHOOK Research. The Forbes Best-In-State Wealth Advisor ranking was issued to Jack Cooney in 2019, 2020, 2021, and 2022 based off reported data as of June 30th in that calendar year. These rankings are based on in-person and telephone due diligence meetings and 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. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee from Bleakley Financial Group, LLC or Jack Cooney in exchange for these rankings.

     

    The Financial Times 400 Top Financial Advisers award was developed by the Financial Times. This award was issued to Jack Cooney in 2019 based off data for each respective calendar year period (based off data for the period of 1/1/2019 to 12/31/2019). The Financial Times does not receive a fee from Bleakley Financial Group, LLC or Jack Cooney in exchange for these rankings. 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.

     

    Barron’s Top 1200 Financial Advisors ranking was developed by Barrons. The Top 1200 ranking was issued to Jack Cooney in 2020 and 2022 based off data as of September 30th in that calendar year. Barrons does not receive a fee from Bleakley Financial Group, LLC or Jack Cooney in exchange for these rankings. Barron’s Top 1200 Financial Advisors and Barron’s Top 100 Independent Advisors ranking is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. 

    100 Passaic Avenue, Suite 300, Fairfield, NJ 07004 Contact Us P: 973.575.4180 F: 973.575.4055
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