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, weve worked with clients of all incomes and ages on issues that range from opening ones 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.

Grandparent/Grandchild Exclusion
Did you know its possible to pass on $1,000,000 to grandchildren and avoid having to pay estate taxes on the bequest? Most people are aware of the Generation Skipping Trust that the Gallo wine family succeeded in getting written into law allowing $1,000,000 to pass to grandchildren free of estate taxes. People may not be aware of a law that allows up to $1,000,000 of real property to escape reappraisal for property tax purposes if passed to grandchildren. Normally when real estate is transferred to another person the property in question is reappraised and property taxes are adjusted accordingly. California...Read More