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.

Reverse Mortgage may not be The Best Answer
If you’re house rich and income poor you may be considering a reverse mortgage. Just beware of the pitfalls. Nationwide many people have taken advantage of a technique that lets them pull equity out of their homes. It is called a reverse mortgage. Unlike a regular mortgage where you make monthly payments to a bank or mortgage company and each year more and more of those payments go towards reducing your loan principle and less and less goes to pay interest, a reverse mortgage pays you. With a reverse mortgage each monthly payment made to you is a loan. The...Read More