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

 

The Fed Lowers Interest Rates Again

Here’s our take on the Fed’s decision to lower its key interest rate by a quarter point. Read more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

How One Couple Built Their Dream Backyard

One couple saw a property flaw as the chance to create the backyard of their dreams. Read more.

 

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