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

 

How a Bigger Home Affects Your Budget

Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More

How Does an Annuity Work?

It can work as a part of your overall financial plan to provide you with guaranteed payments in retirement that will last as long as you live. Read More

What Is Financial Planning?

You can create basic strategies to manage your money that will help you organize your goals and celebrate life’s milestones with a sense of security. Read more

 

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