Bleakley Financial Group

Retirement Planning Firm in Roseland, NJ

Firm Info
Address: 100 Passaic Ave #300, Fairfield, NJ 07004, USA
Phone: (973) 575-4180

Firm Size
Assets Under Management: $0
# of Advisors: 7
# of Clients: 0
Client to Advisor Ratio: -
Average Account Size: 0
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Bleakley Financial Group, LLC Overview

UBS Financial Services Inc. is a fee-based registered investment advisory firm that has been in business since 1971, with headquarters located in Weehawken, NJ. As a broker-dealer, futures commission merchant, and insurance broker/agent, UBS provides investment advice along with a range of financial services to individuals, small businesses, businesses, and institutional clients. The firm offers financial planning and portfolio management services, including the selection of other advisors and publication of periodicals or newsletters. UBS also provides security ratings or pricing services and educational seminars and workshops. In addition, it offers pension consulting services, ensuring that clients are able to prepare for their retirement without worries. With a rigorous approach to portfolio management, UBS is able to provide essential advice to individuals and businesses in a variety of industries. The firm's commitment to providing superior investment advice has enabled it to establish itself as a leader in the industry. Clients can rest easy knowing that they have access to the best financial services available.

BLEAKLEY FINANCIAL GROUP, LLC is a comprehensive financial services firm that provides a range of services to cater to a diverse set of clients. The firm caters to individuals, families, high net worth individuals, and businesses seeking professional financial guidance. They offer their services to clients across various industries, including healthcare, education, non-profit, legal, and government agencies. In addition, they also serve a range of clients, including retirees, professionals, family-owned businesses, corporate executives, and entrepreneurs. The firm's aim is to provide personalized service to their clients while ensuring that their financial goals are met efficiently and with utmost care. BLEAKLEY FINANCIAL GROUP, LLC provides a wide range of fee structures to accommodate clients' financial planning needs. The firm offers different options that include a percentage of assets under management (AUM), hourly fee, or a fixed fee, depending on the service provided. Clients can choose the option that best suits their financial goals and planning needs. For instance, high net worth individuals looking for professional investment advice may opt for an AUM fee, while someone seeking financial planning services may choose an hourly or fixed fee. This flexibility in the fee structure allows clients to select and pay for services that align with their specific financial requirements. The firm ensures full transparency in their fee structure, with no hidden charges, giving clients confidence and trust in their partnership with The BLEAKLEY FINANCIAL GROUP, LLC.

Typical Clients, Fee Structures & Investment Minimum

According to BLEAKLEY FINANCIAL GROUP, LLC's Part 2 Brochure, the firm does not mention an investment minimum. Therefore, it is not clear what the investment minimum is for clients looking to invest with this firm. It is recommended to contact the firm directly to inquire about their investment minimum requirements.

How This Office Can Help Roseland, NJ Residents

As a financial advisor at Edward Jones, Brian R James plays a crucial role in assisting individuals in Larimer County, CO with their financial planning and investment needs. With a deep understanding of the region's economic landscape and financial environment, he is equipped to provide clients with personalized advice and help them navigate complex financial situations. Individuals in Larimer County may face a variety of financial challenges, such as managing retirement savings, planning for their children's education, or navigating the complexities of estate planning. They may also have unique concerns related to the local economy and job market, as well as the tax and regulatory environment in Colorado. Brian R. James helps clients understand how these factors can impact their financial goals and tailor investment strategies to help them achieve long-term success. Whether it's creating a customized investment plan, offering guidance on debt management, or providing ongoing support and education, Brian R James is committed to helping clients in Larimer County build a secure financial future.


Services Offered by Bleakley Financial Group, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Bleakley Financial Group, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

This Office Location

Firm location 100 Passaic Ave #300, Fairfield, NJ 07004, USA
Phone (973) 575-4180
Directions
Google My Business Reviews:
4 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 100 PASSAIC AVENUE, SUITE 300, FAIRFIELD, NJ 7004, United States

This firm has no other locations.

State Registrations

Bleakley Financial Group, LLC is registered to service clients in the following states:

  • Alabama
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Bleakley Financial Group, LLC does not have any disclosures. Please visit it's Form ADV for more details.