Bleakley Financial Group Tidewater - Williamsburg, Virginia

Andrea G.

I enthusiastically recommend the Bleakly Team in Williamsburg as financial partners! We have worked closely together through the years to formulate an investment plan to meet our current and future vision. Harold, Tracy, and are partners in navigating through life changes. They respond immediately, assuage our financial concerns, and work with us to revise our investment plan accordingly. I cannot adequately convey the relief of knowing our investment plan aligns with changing circumstance, so we are able to focus on navigating through major life changes.

My mom collaborates with them as well and this has lifted a huge stressor from my life. They have partnered with her to align her retirement income, create a budget, and understand her financial situation in real-time. She has a keen sense of security knowing her funds will last as she ages, and unexpected future events are part of the equation.

Harold, Tracy, and Rob are professional, patient, responsive and just delightful to work with. They have a thorough understanding of our changing needs and concerns. I am confident that our investments are in good hands, watched closely, and adjusted skillfully, positioning us to enjoy our lives to the fullest.

Shout out to their superb office staff! They are consistently a pleasure to work with, have come to know us, and are a pleasure to work with as well.

Suzanne G.

Tracy is a pragmatist with a soul. She's the only financial advisor I've ever met who was first and foremost interested in how I like to spend my time and what makes me laugh. Communicating in plain language, she put together a plan that serves my needs . . . which means I get to go on vacation!

Adam T.

My husband and I met Tracy, Harold and team a few years ago during our search for a top-notch financial planner and we are so grateful we did! The team at Bleakley is not your typical "plug and chug" financial advisor - they excel at personalizing their services to meet the unique investment and retirement planning of each client - and they LOVE doing it! Tracy and Harold are pros at getting to the heart of clients' feelings toward investment strategies, money and how they value money, and they craft an investment plan accordingly. Market fluctuations, inflation, bank bail-outs - doesn't matter the market conditions, the team is proactive in formulating and communicating a plan to us, anticipating our needs, usually before we even realize it! The team is bolstered by the stellar talent that Rob brings - Rob has several times gone above and beyond for us in some pretty complicated situations - and his execution is ALWAYS successful. These guys are a great team and are fun to work with - and most importantly, have organized and re-structured our family's finances to build a successful plan for the future. I would highly recommend this firm to anyone, at any position on the investment journey - first timer, career professional, retirees, military families - Tracy and Harold's personalization can meet the needs of any client - no doubt!

Matt J.

My wife and I met Harold and Tracy when we weren't looking for financial planners. We'd had financial planners in the past; we had recently moved to Williamsburg; but we weren't looking. But, after working with them for the last 5 years, we are so happy that we found them (or they found us!). We really appreciate how they have taken the time to get to know us personally; to understand our personalities and our goals; and then how they've advised us to take the same strategies they themselves have taken. We've been so happy that we've referred several other families to them and we'd recommend them over and over again!