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

 

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.

Is Grad School Worth It? Questions to Ask Yourself Before Applying

The decision is as much a financial as an educational one. Read more.

 

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