Contact an Advisor

     

    Register below to view the "Tax Mitigation Through Philanthropy" webinar from July 22nd, 2021 with Michelle Mackin, Dennis Ladd, and Danielle Kelly where they discuss the tax mitigation strategies through philanthropy: 

    Register Below for Playback Recording

    Danielle Kelly and Dennis Ladd of Fidelity Charitable are not affiliated with or endorsed by LPL Financial and Bleakley Financial Group.  You are under no obligation to use the services of Fidelity Charitable and may choose any qualified professional to provide services.  There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.

    100 Passaic Avenue, Suite 300, Fairfield, NJ 07004 Contact Us P: 973.575.4180 F: 973.575.4055
    © 2024 Bleakley Financial Group, LLC

    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.

    The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

    You are under no obligation to use the services of any strategic partner and may choose any qualified professional to provide CPA, legal, tax services. Neither Bleakley Financial Group nor LPL Financial provide legal, tax, or accounting advice or services. Please consult your legal advisor regarding your specific situation.

    Insurance products and services are offered through various insurance agents and/or agencies. Insurance products and services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency, and may go down in value. Not all insurance products and services are available in all states. Investment advisory services offered through Bleakley Financial Group, LLC.
     

    Websites linked are not under the control of Bleakley Financial Group, LLC and it is not responsible for, nor does it certify or endorse, the content of any linked site. Links are provided for educational and information purposes only.

    If you would like to view Bleakley’s most recent Client Relationship Summary, Privacy Notice, ADV Part 2A Brochure, and/or ADV Part 2A Wrap Brochure, please explore our comprehensive documentation.

    Check the background of this investment professional on FINRA's Broker Check >>