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.

Re-Visit Your Will
Have you reviewed your will lately? If it was written many years ago it might not accurately reflect today’s wishes. With the rapid increase in the value of retirement plans, stocks and mutual funds, many people should take inventory of their assets and then check their wills to see if they still want their estate distributed in the dollar amounts or percentage amounts originally stipulated. If your will leaves a specific dollar amount to heirs, that dollar amount may now be rather puny compared to your total net worth. Also if your will says you leave the “remainder” of...Read More