Blakeslee & Blakeslee has provided financial planning and investment services to residents of the Central Coast for several decades. As the oldest locally owned financial planning firm, we’ve worked with clients of all incomes and ages on issues that range from opening one’s first mutual fund account, to helping businesses determine the appropriate retirement plan(s) for their employees.

As a local and independent broker/dealer registered with the Financial Industry Regulatory Authority (FINRA), a Registered Investment Advisor with the State of California, and a member of the Securities Investor Protection Corporation (SIPC), Blakeslee & Blakeslee offers every client independent non-proprietary investment advice, services, and products.

Call one of our Financial Planners today. Offices located throughout the Central Coast.

Special Need Trust
If one of your children is mentally or physically handicapped you may want to consult with an attorney about setting up a Special Needs Trust for that child. People with disabilities are frequently eligible for various forms of government assistance. One of these programs is Medicaid and Supplemental Security Income or SSI. The benefits paid under this program cease whenever the recipient has more than $2000 in their own name. If a parent should die and their disabled child was to inherit his or her parent’s estate, all of those assets would need to be consumed down to the $2000...Read More