Contact

Andy Schwartz, CFP®
Wealth Management Advisor

100 Passaic Ave Ste 300
Fairfield, NJ 07004-3508

Phone: 973-244-4202

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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. 
 

In the new Trading Room at Rowan University, undergraduate and graduate students in the Rohrer College of Business test their acumen buying and selling stocks with real money — $100,000 that comes from the William G. Rohrer Charitable Foundation.
 
Bleakley, Schwartz, Cooney & Finney, LLC partners Jack D. Cooney, Jr., Andy Schwartz, Scott Schwartz, and J. Reed Finney sponsored the trading room.  The endeavor was also sponsored by Eric Olson, The Olson Financial Group, Summit; Kevin Hassan, The Hassan Group, Philadelphia; Andrew Braun, The Mid Atlantic Financial Group, Mt. Laurel; and the Northwestern Mutual Foundation, based in Milwaukee, which matched the individuals’ gifts.  Story continued on Jack's Community Involvement Page.
 

 Andy ScAndy ScAndy SchAndy Schwartz's Mission for Your Success

Planning for your Financial Future Begins with a First Step  

Andy Schwartz is proud to be a leader in one of Northwestern Mutual Financial Network’s largest local network offices since 1984.  As a wealth management advisor with Bleakley, Schwartz, Cooney and Finney, LLC. Andy specializes in developing comprensive financial solutions for his clients.  Typically, this holistic approach includes estate planning, retirement planning, life and disability planning as well as long term care planning.

Regardless of your current financial situation, Andy will work with you and your family to implement a custom financial plan for your specific needs.  During the inital consultation, Andy will learn about you and what matters most to your family.  From there, he will work with his team to design a plan to ensure your goals and objectives are met for financial security during your working years and beyond.

Contact Andy Schwartz and let his experience help you achieve your goals.

Community Service

Healthy communities form a vital backdrop for our lives and build a solid foundation for the future. Andy Schwartz enjoys a strong connection to his community, actively serving on the board of New Jersey SEEDS, an organization committed to educating future leaders from a wide variety of backgrounds, and volunteering for the United Jewish Appeal and the American Jewish Committee. See the Community Involvement Page for more details.

Professional Accomplishments

Known as a renowned speaker, author and teacher across the industry, Andy enjoys sharing his expertise. Along with his brother, Scott, Andy tours the country on behalf of the network, conducting seminars helping financial representatives learn to better serve their clients.

 

 

Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.