For more than 30 years, Bleakley Financial Group has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer.
With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates. We've created a collaborative culture of innovation and excellence that's unmatched in the industry.
With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates. We've created a collaborative culture of innovation and excellence that's unmatched in the industry.
Services
We believe in having a positive impact on the lives of those around us-our family members, friends, clients, and other members of the community. We're dedicated to helping our clients meet their personal and financial goals through guidance and support. The Banyan Assessment is at the core of each client relationship.
The Bleakley Financial Group team welcomes the opportunity to discuss your financial goals and how we can help you pursue them. We look forward to speaking with you! Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor.
At Bleakley, we truly believe that Independence is key. Our firm structure and open architecture model seeks to ensure that the advice you receive is objective and fully personalized. Bleakley has no proprietary financial products, therefore we are able to provide objective advice. We are also invested in forward-thinking industry leadership.
Bleakley Financial Group prides itself in its 360-degree approach to fiscal projection and wealth management. Most money management strategies examine one or two aspects of wealth planning, but our 360-degree method considers every area of the financial lives of our clients. The result? A more comprehensive, in-depth, personalized wealth-building plan that benefits you.
The opinions in this material 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.
Reviews (1)
Al Z.
Jul 20, 2020
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Francis Lepore, an advisor at Bleakley could not have done a worse job managing my muni and stock portfolio worth several million $$. He bought at high prices and sold at market lows,. How does this guy stay in business and how could the company keep him. He doesnt have a clue, his advice was wrong 90% of the time.
In his mind he thought by letting a muni bond and stock portfolio stagnate he was a hero. Such a hero I fired his butt after 4 months of managing my portfolio.
I got away from him just in time and am very happy I did!!!
In his mind he thought by letting a muni bond and stock portfolio stagnate he was a hero. Such a hero I fired his butt after 4 months of managing my portfolio.
I got away from him just in time and am very happy I did!!!
