wiseradvisor

Frank Lepore
Bleakley Financial Group

Tel: (973) 244-4237
100 Passaic Avenue
Suite 300
Fairfield, NJ 07004

A Focused Mission from a Trusted Partner

Bleakley Financial Group | Financial Advisor in Fairfield ,NJ

About Bleakley Financial Group

Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a small team environment. Our advisory model is based on a disciplined financial planning process that addresses the full complexity of your financial situation.

Specialized Teams and Individual Attention

We built our advisory team from the ground up to provide you with an independent option for your financial planning and wealth management needs. The strength and size of our infrastructure gives us the bandwidth to solve sophisticated financial situations while keeping our advisor to client ratio low.

Comprehensive Financial Planning and Wealth Management

We want to help protect what is important to you, improve your life and secure your family's future. Our method as your financial partner is to provide a truly comprehensive solution, working in close collaboration with your legal and accounting advisors to make recommendations within the infrastructure of a financial plan.

Culture of Client Service Excellence

Our firm's culture is rooted in service. Every member of our experienced team is committed to providing you with an unmatched client experience. Dedicated, accessible and responsive to your needs, we work together to bring you the strategies, products and guidance we believe serve your best interest.


General Information

Firm Start Year:   1960
No.of Employees:   100-499
Name of Broker/Dealer:   LPL Financial
States Licensed in:   all States
Number of Years with Current Firm:   2


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability , Variable Life , Long Term Care , Variable Annuity , Annuity , Health , Life


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Only financial professional
Compensation Methods:   Flat Fee
Minimum Fee Charged for Managed Accounts:   .25
Minimum Fee Charged for Hourly Planning Accounts:   1.50


Board Positions

Organization:  Montclair State University  Montclair
Position :  Advisor
Duration :  01-01-2008-Currently holding



Faqs

  • What services do you offer? Financial Planning, Estate Planning, Retirement Planning, College Planning, Insurance Planning
  • How many clients do you currently manage? Over 500
  • Will you be the only person working with me? Yes with the support from my team members
  • How are you compensated? How will I pay for your services? Asset Based or Flat Fee
  • Have you ever been charged with any breaches? NO
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Disclaimer

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Bleakley Financial Group are separate entities from LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MN, MT, NC, ND, NE, NJ, NH, NM, NV, NY, OH, OK, OR, PA, RI, TN, TX, SC, SD, UT, VA, VT, WA, WI, WY

Frank Lepore

Frank Lepore

CLTC

Frank Lepore's mission is to provide financial security strategies by taking a holistic approach to the planning process while providing his clients with top notch service and technology. Understanding client goals is a vital part of Frank's process in order to put together an intelligent, thoughtful plan. What sets Frank apart even more is his large team who help provide the level of service that clients deserve.

Frank attended Montclair State University and received a Bachelor of Science in Business, with a concentration in Finance. Frank holds a series 7, 66, through LPL Financial, and is also certified in Long-Term Care.