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Financial Planner/Branch Office Administrator
I believe in professional investment advice with a human touch. Although everyone's financial situation is different, I treat each client with the same high standards of professionalism and integrity.
As a Financial Planner with Blakeslee & Blakeslee, I work hard to guide clients through the somewhat difficult process of planning their short and long term goals. Financial Planning is a team effort and I will do my very best to help you achieve your financial goals.
Whether you seek to retire, reduce your tax burden, invest in your child's education, or pass wealth to heirs, I will provide advice tailored just for you.
I joined Blakeslee & Blakeslee in 1998 and over the past 10 years, I have had the privilege of working with many great clients. I am dedicated in my pursuit to ensure that every client is served with the highest level of personal and professional service.
As my client, you would be encouraged to maintain an ongoing relationship with me to keep your long-term financial goals in perspective. I take the time with each and every client to put together a customized investment portfolio and financial plan to address their specific needs and goals.
My areas of expertise include:
- Portfolio Analysis
- Retirement Planning
- Life Insurance
- College Planning
Let's work together to plot a solid course for success; for today, for tomorrow and years to come!
I can be reached at (805) 937-6321 or via email at twright@blakeslee-blakeslee.com. |
