The Central Coast’s Oldest Independent Broker Dealer
Since the beginning, we have been committed to making investing accessible to everyone. As a wholly independent financial planning firm, we are able to put each client first, period. That quality of service is reflected in our long-term client relationships—we’ve worked with many families for multiple generations.
Who We Serve
At Blakeslee & Blakeslee, we believe financial planning is for everyone who wants to plan for a secure future. Our clients come from all walks of life—from small business owners and busy working families to soon-to-be and recent retirees. Through our personalized service, we help each client understand and reach for their unique financial goals.
Blakeslee & Blakeslee
A Big Picture Approach to Financial Planning
We specialize in providing objective professional advice with a high degree of personalized service. We are prepared to help our clients plan for any number of issues that might arise over the course of a lifetime. Because we believe that comprehensive financial planning can make all the difference, we take a holistic approach to helping each client reach their goals.
When you partner with Blakeslee & Blakeslee, we can help with:
FINANCIAL PLANNING SERVICES
We encourage annual check-ups at no additional charge to make sure your investment strategy is staying in-line with your life and goals.
Get the most out of your working years and make sure you are setting aside enough to reach your retirement goals.
Optimize your investment allocations with professional advice to help reduce volatility and guide you through the market’s ups and downs.
Set up a college savings plan that helps reduce the impact of rising tuition costs.
Protect your legacy and take the guesswork out of estate planning with compassionate, professional advice.