My firm is built on the time-honored American values of TLC - trust, loyalty and credibility. I aspire to provide a high standard of financial knowledge and acumen; thereby earning an esteemed reputation among our clients and throughout the financial industry. My goal is to assist you in creating financial stability by effectively managing your financial opportunities and challenges so that you can pursue the things that matter most in life to you!
Our financial planning process is client-focused and adapts and changes as your life progresses. MORE
You need an IRA specialist to ensure that your IRAs are setup and maintained correctly. MORE
Acting as a responsible fiduciary has been a staple of our practice since inception. MORE
Specializing in answers to tough questions about retirement, tax strategies, investing and insurance.
We Listen - Listening and discovering your needs, concerns, and goals.
We Provide - Providing in-depth financial education and advice.
We Respect - Respecting your assets and risk tolerance.
We Collaborate - Seeking collaborative solutions when challenges arise.
We Monitor - Monitoring your progress.
We Communicate - Communicating frequently with clients and team members.
Not all financial advisors are created equal. We believe you deserve the very best. Bleakley Financial Lehigh Valley provides a collaborative partnership designed to create a positive experience for both our clients and for us. From financial advice, to investment and retirement planning, to tax planning - Bring us your vision, we'll help make it happen.
Our team of professionals have years of experience in financial services.
We can help you address your needs of today and for many years to come.
We look forward to working with you.