Description: As an independent firm, Bleakley Financial prides themselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer.
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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. At Bleakley Financial, you’re our top priority, and we’re committed to turning your financial vision into reality.
Financial Advisor Lehigh Valley || Tax Advisor || Financial Planning || Debt specialist || Tax efficiency || Roth Conversion ||