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.

Estate Planning Made Simple
Siblings who have had loving relationships can become embittered towards each other if one feels that Mom or Dad’s Will wasn’t fair when dividing up the estate. Some parents will completely disinherit one child. By doing so they’re guaranteeing that child will hold bitter memories towards that parent and the other family members. Instead, leave something to him or her and when doing so, don’t use hurtful language that will be remembered forever. If you really feel one child needs more than their brothers or sisters it’s better to leave a smaller but equal portion to all your children and...Read More