Bleakley, Schwartz, Cooney, & Finney has been providing financial planning to individuals and businesses since 1983. The firm has been named one of Worth® Magazine’s Leading Advisors nationwide. Our strategic partnership with the Northwestern Mutual affords our clients access to the resources of a world class financial institution along with the service that can only be provided by a boutique firm.
Our professional staff of 125 serve clients in 43 states. We are responsible for client assets currently over $3.15 billion1. Consistent service and attention to detail are hallmarks of the firm. The four principals have over 100 years of combined experience. The average tenure of the administrative staff is in excess of ten years. These factors combine to create a culture of service and a commitment to our clients that is unmatched in the industry.
Our mission is to secure your family's future, make your life better, and protect what is important to you. You bring us your vision, and we help make it happen.
When you meet with us to discuss your future, your vision is on its way to becoming a reality.
We achieve this:
And most importantly, our mission is to treat you with care, integrity and courtesy.
1 As of 3/31/2014