Bleakley 4+

Bleakley Schwartz Cooney & Finney L.L.C.

Designed for iPad

    • 5.0 • 4 Ratings
    • Free

Screenshots

Description

For over 30 years, Bleakley Financial Group has provided financial planning and wealth management services to clients throughout the country. As an independent firm with a small client-to-advisor ratio, our advice and guidance is personalized and focused on your success. /n Bleakley has the size and scale to deliver state of the art service with a personal touch. Our infrastructure consists of an experienced team of over 100 investment professionals, including financial advisors, research assistants, client service associates and administrative support. /n We are proud to foster a culture we believe to be unmatched in the industry, where your satisfaction is our first priority. Frequent communication, attention to detail and a commitment to service excellence are hallmarks of our firm.

What’s New

Version 5.9.0

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

Ratings and Reviews

5.0 out of 5
4 Ratings

4 Ratings

App Privacy

The developer, Bleakley Schwartz Cooney & Finney L.L.C., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Usage Data

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Identifiers
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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