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 as well as personalized tax strategies; 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!
Specializing in answers to tough questions about retirement, tax strategies, investing and insurance.
Investment planning is the process of matching your financial goals and objectives with your financial resources.
Tax planning is the analysis of a financial situation to ensure that all elements work together to allow you to pay the lowest taxes possible.
The process of determining retirement income goals, risk tolerance, and the actions and decisions necessary to achieve those goals.
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 fiduciary 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.