Garrett T Bleakley, CLU®, CFP®

Managing Director

A Message from the Bleakley Team

Thank you for stopping by our site!  We have made some recent changes to make it more user-friendly for our clients, and to provide some insight for those who are considering working with us.  

My team and I understand that long-term financial success doesn't happen by chance. Setting and accomplishing financial goals is a life-long process that assists you and your family in taking control of your financial future. Each area of your financial life can have an impact--positive or negative--on your other goals.  By setting financial goals, developing strategies, and monitoring the progress on a regular basis, the likelihood of achieving your results is greatly increased.  By getting to know you and your family’s personal, professional and financial goals, I will help put you on a path in accomplishing what is most important to you.

 

Our Mission

We guide our clients through a unique and comprehensive planning process that empowers them to take the action necessary to achieve their financial and life goals. 

 

Our Values

Integrity- Doing what’s right, no matter what

Family- Bringing our best to the people we care about

Perseverance- Fighting through all obstacles to help our clients achieve their goals

 

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck