Service Commitment - Bleakley Financial

Our Commitment to You

At Bleakley, we take our commitment to client service seriously. We have established our Client Experience Commitments to ensure you know what to expect from us, and that we, in turn, are meeting your expectations. We take pride in our strong and successful relationships; they lead to a lifetime partnership with our clients.

Client Experience Commitments

As part of our 360 planning process, we are committed to providing you the following

In-depth annual plan and review of goals and objectives with a recap of the past year and development of an action plan for the upcoming year

Regularly scheduled meetings to review investment strategy, performance and progress toward goals

Periodic review of outside accounts for continuity of strategy and risk tolerance

Complementary coordination of other professionals (e.g. CPA, estate attorney, etc.) that play a role in you financial life

Timely and attentive service with a designated Account Manager and rapid, personal response to all inquiries

Weekly Investment Report Newsletter and monthly Market Commentary

Next generation consultation and planning

If desired, up to 1 month of complimentary sessions with our in-house Life Coach to help navigate the challenges sometimes associated with life transition events like retirement, the sale of a business, divorce or the loss of a loved one.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Bleakley Financial Group are separate entities from LPL Financial.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MN, MT, NC, ND, NJ, NH, NM, NV, NY, OH, OK, OR, PA, RI, TN, TX, SC, SD, UT, VA, VT, WA, WI, WY