Contact

Jack D Cooney Jr, CPA, CLU®
Wealth Management Advisor

100 Passaic Ave Ste 300
Fairfield, NJ 07004-3508

Phone: 973-575-4180

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Bleakley, Schwartz, Cooney & Finney, LLC

 

Our mission is to secure your family's future, make your life better, and protect what is important to you.  You bring us your vision, and we help make it happen. 

 

When you meet with us to discuss your future, your vision is on it's way to becoming a reality.   

 

Bleakley, Schwartz, Cooney & Finney, LLC has been part of the Metropolitan New York Financial Community for more than 30 years. Like you, we live here. We share and understand the values and ideals of this community.

 

Partners Jack D. Cooney, Jr., Andy Schwartz, Scott Schwartz, and J. Reed Finney   odof obring to the table years of experience in retirement funding, estate preservation and distribution, asset allocation, advanced planning and small business needs analysis.

 

With exclusive access to world-class products and services such as life insurance, disability income insurance, education funding alternatives, retirement solutions, estate analysis, and business needs analysis, we create personalized and flexible approaches that incorporate complementary financial solutions for each of our clients.

 

The mission of Bleakley, Schwartz, Cooney & Finney is:

  • To make a difference in the lives of our families, friends and community.

  • Assist our clients in achieving their goals and objectives.

  • Enable our clients to realize their goals and dreams in the event of all likely occurrences; death, disability, retirement and under capitalization.

  • To understand clients' situations and improve their financial success by:

    • Educating Them

    • Respecting Their Assets

    • Solving Their Problems

    • Monitoring Their Progress

    •  Keeping In Touch

 

And most importantly, to treat everyone we encounter with care, integrity and courtesy. 


Blealeym, scB;leBleakleyBlea Management Team

Jack D. Cooney, Jr., CPA, CLU®
Wealth Management Advisor , , and   , Managing Director

 

Andy Schwartz, CFP®
Wealth  Management Advisor

 

Scott D. Schwartz, CFP®
Wealth Management Advisor

 

J. Reed Finney, CFP®, CLU®
Wealth Management Advisor 

 

Associates

Our financial representatives have an incredible opportunity to positively impact people’s lives - the lives of their clients, their families and those in their communities. They take this responsibility seriously and so do we. We provide them with the training and support they need to ensure their success, but we know it is their productive work ethic, strong relationship skills and professionalism that make them extraordinary.

Daniel J Aguanno

Financial Representative

 

Michael J Albertine

Financial Representative

 

Brian J Allain

Disability Income Specialist

 

Michael Axelrod

Wealth Management Advisor

 

Jon P Betlow, CFP®, CLU®, ChFC®, CLTC

Wealth Management Advisor

 

Thomas Campana

Financial Representative

 

Christopher J Cella

Wealth Management Advisor

 

Laurence Celniker

Wealth Management Advisor

 

David Crooks, CFP®, CLU®, ChFC®, RHU®

Wealth Management Advisor

 

Sean Thomas Earley

Financial Representative

 

Benjamin Feldman

Wealth Management Advisor

 

Stephen C Goldenring, CLU®, ChFC®

Wealth Management Advisor

 

Regina Holleb

Financial Representative

 

David Holleb, CFP®, CLU®, ChFC®, CASL®

Financial Advisor

 

Francis Lepore

Wealth Management Advisor

 

Michael J McKiernan

Wealth Management Advisor

 

Tom O Hara, CLU®, ChFC®

Wealth Management Advisor

 

Rich Owsik

Financial Representative

 

Bruce R Petrie, J.D., RHU®, REBC®

Financial Representative
 

 

John T Rankin

Financial Representative

 

Aimann Rasheed

Financial Representative
 

 

Thomas S Sanczyk

Wealth Management Advisor

 

David Andrew Schwartz

Financial Representative

 

Chandresh Shah

Financial Representative

 

Christopher Spencer

Financial Representative

 

Stephen B Stone

Financial Representative

 

John H Voigt Jr, CLU®, CFP®

Wealth Management Advisor

 

Todd S Weiss

Financial Representative

 

Richard G Wright Jr, CFP®

Wealth Management Advisor 

 

 

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