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LPL Financial, Bleakley Financial Group Welcome the Patterson Group & Steve Owings forextv.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from forextv.com Daily Mail and Mail on Sunday newspapers.
/PRNewswire/ John Patterson, Steve Owings, Joe Patterson & McKee Nunnally have affiliated with Bleakley Financial Group and have partnered with the firm to. ....
As a college student selling insurance, Andy Schwartz didn’t envision that someday he’d be at the helm of an $8B RIA but he did know he was on to something. Growing up in a lower-middle-class family in New Jersey that didn’t “have much” but worked hard for all that they did have, Andy learned early on that success isn’t necessarily about “where you go to college or where you grow up.” Andy went from selling just insurance at Northwestern Mutual to managing $3.5B in assets as the leader of one of the largest groups at the firm. After nearly three decades, he and the team left Northwestern in 2014 to go fully independent as Bleakley Financial Group. ....
Share this article Share this article FAIRFIELD, N.J., Feb. 18, 2021 /PRNewswire/ Forbes has recognized six Bleakley Financial Group advisors among the Best-In-State Wealth Advisors for Northern New Jersey according to its annual list that spotlights top advisors across the country. The 2021 list for Northern NJ includes 150 advisors in the state of New Jersey, and Bleakley Financial advisors comprise 5 advisors in the top 35. Andy Schwartz, Jack Cooney, Reed Finney, Scott Schwartz, Michael Axelrod, and Richard Wright Jr. have all been recognized by Forbes as best in state wealth advisors based on several key factors including their years of experience, assets under management, compliance records, and their approach to working with clients. ....
Getty Images You know what they say about timing: It’s everything. That’s especially true about retirement. COVID-19 has thrown many well-laid retirement plans into disarray. Maybe you planned to work a few more years, but now your industry is in upheaval, and you’re ready to call it quits. Or perhaps retirement was around the corner for you, but now you’re worried about an economic downturn so you plan to stay on the job longer. Clearly, there’s a lot that goes into deciding your optimal retirement date. It requires a careful analysis of your finances, to be sure that your assets are adequate to support you in the retirement you want. ....