Forbes has recognized two Bleakley Financial Group advisors among the top 25 advisors in its annual Best-In-State Wealth Advisor list for New Jersey.

Andy Schwartz and Mike Axelrod have been recognized by Forbes as elite advisors based on several key factors including their practice size, compliance record, industry experience and approach to working with clients.

According to SHOOK Research*, which conducts the research and rankings for Forbes, the list consists of advisors they consider “role models – advisors that are leading the way in offering best practices and providing a high-quality experience for clients.”

R.J. Shook, president of SHOOK Research puts it this way, “If we’re going to recommend advisors to the public, we have to make sure every advisor is high quality. When we meet with an advisor in person or on the phone we are thinking to ourselves ‘is this someone we would recommend to a friend or family member?’”

Acknowledging the award, Andy Schwartz, co-founder and principal of Bleakley Financial shared, “I’m honored to be included on this prestigious list with the other excellent advisors. We always work hard and put our clients first to make sure we continue providing the excellent service that got us here.”

Mike Axelrod, partner at Bleakley, added, “I’m very grateful for all of the confidence and support my clients have placed in me through the years. It’s very exciting to share this honor with my mentor and partner, Andy Schwartz.”

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*Neither Forbes nor SHOOK Research receive any compensation from advisors, firms, the media or any source in exchange for placement on a ranking.

Contact:
Vincent Nauheimer
vincent.nauheimer@bleakley.com
(973) 575-4180 ext. 336