Bleakley Financial Lehigh Valley
What people love here...
Personalized Guidance from Kevin
Multiple clients single out Kevin’s tailored advice as critical to their financial confidence and satisfaction.
Key Themes from Reviews
Staff Expertise and ProfessionalismPositive
Customers consistently value the advisors’ deep expertise and professional guidance, especially through challenging market conditions.
About Bleakley Financial Lehigh Valley
Overview
Bleakley Financial Lehigh Valley, located in the heart of Whitehall Township, PA, is a premier financial planner, financial consultant, and investment service provider dedicated to helping individuals and families achieve their lifelong goals. Whether you’re just beginning to build your nest egg or you’re approaching retirement, our seasoned team of advisors brings decades of combined experience to every engagement. Clients repeatedly highlight our unwavering professionalism and consistent performance—qualities that set us apart in the Lehigh Valley and beyond.
Expertise and Personalized Guidance
At Bleakley Financial Lehigh Valley, we believe that no two financial journeys are the same. That’s why Kevin Hittinger leads our team with a commitment to tailor-made solutions, drawing on his deep market knowledge and hands-on approach. “I feel very comfortable with his financial advice to help me enjoy life,” one satisfied client shared. Through bull markets and bear markets alike, our advisors guide you with confidence, adjusting strategies to fit your evolving needs. From comprehensive retirement planning to targeted wealth-building tactics, our expertise ensures you stay on track, even when economic conditions shift.
Building Long-Term Relationships
Our greatest pride comes from the enduring partnerships we forge. Many clients have trusted Kevin and financial consultant Gary Breen since the mid-1990s—a testament to our consistent service and genuine care. “We have been with Kevin & Gary since the mid 1990s,” one longtime client noted, praising the team’s reliability through changing tides. When you work with us, you’re not just hiring a consultant; you’re gaining a steadfast ally who understands your unique circumstances, goals, and aspirations. That level of familiarity empowers us to craft strategies that grow with you, decade after decade.
Trust and Comfort in Every Recommendation
Trust is the foundation of any successful financial relationship. At Bleakley Financial Lehigh Valley, clients routinely express how at ease they feel discussing their hopes, concerns, and questions. “The staff and Kevin are always there to help answer any questions and offer assistance,” one client observed. Our approachable team listens attentively, explains complex concepts in straightforward language, and never rushes you through important decisions. This transparent, client-first approach ensures you not only understand your plan—but also feel confident executing it.
Delivering Positive Retirement Outcomes
A cornerstone of our practice is helping clients reach—and often exceed—their retirement objectives. Many have credited our careful planning and timely adjustments for enabling them to retire earlier than expected. “It provided me an early retirement,” one retiree celebrated. We analyze every aspect of your financial picture—from income streams and tax considerations to healthcare expenses and legacy goals—to deliver a blueprint that guides you smoothly into your golden years. The result is peace of mind and the freedom to embrace each chapter of retirement on your own terms.
Friendly, Efficient Service Every Step of the Way
Efficiency and warmth go hand in hand at Bleakley Financial Lehigh Valley. Our office in Whitehall Township greets you with a welcoming atmosphere, streamlined processes, and staff who genuinely enjoy helping you succeed. “Very efficient and friendly service,” one review highlighted, underscoring our commitment to swift responses and clear communication. From scheduling your first consultation to ongoing portfolio reviews, our team is always just a phone call or email away. You’ll experience prompt updates, thorough follow-up, and the kind of personal attention that turns financial planning into a truly collaborative journey.
Comprehensive Investment Services Tailored to You
As a full-service investment firm, we offer a broad spectrum of solutions designed to grow, preserve, and protect your assets. Whether you’re looking for conservative income strategies, balanced growth portfolios, or targeted equity opportunities, Bleakley Financial Lehigh Valley crafts plans around your risk tolerance and time horizon. Using rigorous analysis and disciplined execution, we align your investments with your broader financial objectives—ensuring that every dollar works as hard as you do.
Commitment to the Lehigh Valley Community
Rooted in Whitehall Township, PA, Bleakley Financial Lehigh Valley takes pride in giving back to the community that has supported us for years. We participate in local events, sponsor financial literacy workshops, and collaborate with nearby organizations to strengthen economic well-being across the region. When you partner with us, you’re choosing a firm that invests not only in your future but in the prosperity of the entire Lehigh Valley.
Start Your Financial Journey Today
If you’re ready to work with a trusted financial planner, seasoned financial consultant, and dedicated investment service team, Bleakley Financial Lehigh Valley is here to guide you. Reach out now to schedule your complimentary consultation in Whitehall Township, PA, and discover how personalized expertise, long-term commitment, and genuine care can transform your financial life. Let us help you plan for tomorrow—so you can enjoy today.
Categories
About This Business
Planning
- Appointment required
- Appointments recommended
Amenities
- Restroom
Accessibility
- Wheelchair accessible entrance
- Wheelchair accessible parking lot
Service options
- Onsite services
- Online appointments
Contact Information
Whitehall Township, PA 18052
United States of America
Phone: +1 610-433-7567
Website: Visit Website
Customer Reviews
4.8 out of 5 stars
Based on 4 reviews
Review data
5 star reviews
- 75%
4 star reviews
- 25%
3 star reviews
- 0%
2 star reviews
- 0%
1 star reviews
- 0%
Working Hours
- Monday:
- 8AM-5PM
- Tuesday:
- 8AM-5PM
- Wednesday:
- 8AM-5PM
- Thursday:
- 8AM-5PM
- Friday:
- 8AM-5PM
- Saturday:
- 8AM-5PM
- Sunday:
- 8AM-5PM