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Specializing in answers to tough questions about retirement, investing, insurance, and tax strategies.

Our Process

We create strategies that are tailored to your needs and goals.

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Elite IRA Expert

Retirement planning is complicated. You need an IRA specialist to ensure that your IRA's are setup and maintained correctly.

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Flexible Planning

We custom fit the investment solution to the client. We don’t force clients into investment vehicles that may not fit their lifestyle or timeline.

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Our Services

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Client Focused

Bleakley Financial Lehigh Valley is built on the time-honored American values of TLC - trust, loyalty and credibility.

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How Much do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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