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Bleakley Financial Group
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Advisors associated with Bleakley Financial Group, LLC may be either (1) registered representatives with, securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Bleakley Financial Group, LLC; or (2) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment adviser and separate entity from LPL Financial.
The LPL Financial registered representative associated with this website may discuss and/or trade transact business only with residents of the states in which they are properly registered or licensed.
You are under no obligation to use the services of any strategic partner and may choose any qualified professional to provide CPA, legal, or tax services. Neither Bleakley Financial Group nor LPL Financial provide legal, tax, or accounting advice or services. Please consult your legal advisor regarding your specific situation.
Insurance products and services are offered through various insurance agents and or/agencies. Insurance products and services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by an federal government agency, and may go down in value. Not all insurance products and services are available in all states. Investment advisory services offered through Bleakley Financial Group, LLC.
The Forbes Best-In-State Wealth Advisor ranking was developed by SHOOK Research. The Forbes Best-In-State Wealth Advisor ranking was issued to Lyle Weintraub from 2022 – 2024 based off reported data as of June 30th in that calendar year. These rankings are based on in-person and telephone due diligence meetings and a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee from Bleakley Financial Group, LLC or Lyle Weintraub in exchange for these rankings.
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