Bleakley Financial Group’s Andy Schwartz Named to Barron’s Top Advisors List
FAIRFIELD, N.J., March 13, 2017 /PRNewswire/ — Andy Schwartz, CFP®, a principal of Bleakley Financial Group, has been named #27 on the Barron’s «Top 1200 Advisors by State» ranking for New Jersey.
The Barron’s ranking recognizes financial advisors who demonstrate exceptional performance, professionalism, client service, and community involvement. The magazine considers assets under management, revenue produced, regulatory record, quality of practice and philanthropic work when compiling its ranking.
Andy’s career as a financial advisor spans over 30 years. He brings a wealth of diverse experience, including personal financial planning, business planning, investment management services, and asset and income protection strategies. He is committed to helping his clients achieve their financial planning goals by assisting in identifying their goals, measuring their resources, educating them, offering potential strategies, and continuously monitoring their progress.
In addition to his work as a wealth manager, Andy is also an active philanthropist, serving for over 20 years as a member of the Board of Trustees of New Jersey SEEDS, an organization that changes the lives of motivated, high-achieving students from low-income families by transforming their educational opportunities. Since 1998, Andy has organized and chaired the SEEDS Gold & Tennis Classic, raising $2.7 million for the organization.
To view the full Barron’s Top Advisors list for New Jersey, visit: http://www.barrons.com/report/top-financial-advisors/1000/newjersey/2017.
About Bleakley Financial Group
For over 30 years, the advisors at Bleakley Financial Group have provided financial planning and wealth management services to clients throughout the country. As an independent firm with a small client-to-advisor ratio, Bleakley’s advice and guidance is personalized, free from conflicts of interest and focused on client success. The company has an experienced team of over 100 investment professionals. With approximately $3.5 billion in assets under advisement, Bleakley puts its size and independence to work to meet clients’ financial goals. Visit www.bleakley.com for more information or call (973) 575-4180.
Media Contact: Patricia Buchanan, 1-973-850-7318, [email protected]
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SOURCE Bleakley Financial Group