Blakely Financial SVCS

Who We Are

At Blakely Financial Services, we are a team of professionals dedicated to helping our clients achieve financial independence. With over 30 years of combined experience in the financial services industry, we have built a reputation for providing exceptional service and expert guidance to individuals, families, and business owners.

Located in Stockton, California, our office serves clients throughout the country. We take pride in being a fiduciary in advisory relationships, meaning that we must always act in our clients' best interest when making planning recommendations and investment decisions. This commitment to putting our clients first is at the heart of everything we do.

Services We Offer

At Blakely Financial Services, we offer a comprehensive range of financial services designed to help our clients achieve their financial goals. Our services include:

• Investment Management: We provide customized investment portfolios tailored to each client's individual needs and goals.
• Financial Planning: Our team of experienced financial planners will work with you to create a personalized financial plan, helping you make informed decisions about your financial future.
• Estate Planning: We can help you plan for the distribution of your assets after your passing, ensuring that your wishes are carried out.
• Retirement Planning: Our experts will help you create a retirement strategy, maximizing your savings and ensuring a secure financial future.
• Insurance Services: We can help you navigate the complex world of insurance, providing guidance on the right coverage options for your unique situation.
• Tax Consulting: Our team can help you minimize your tax liability, ensuring that you keep more of your hard-earned money.

Our Team

At Blakely Financial Services, we are committed to providing exceptional service and expert guidance to our clients. Our team of professionals includes:

• Kurt L. Blakely: President and founder of Blakely Financial Services, Kurt has over 20 years of experience in the financial services industry.
• Kate Keller, CFP: A certified financial planner, Kate brings over a decade of experience in financial planning and investment management.
• Brittany Harper: Our operations manager, Brittany is responsible for the day-to-day operations of our office and is dedicated to ensuring a seamless client experience.
• Nora Colin: A client service associate, Nora provides exceptional support to our clients, ensuring that their needs are met and their questions are answered.

Get Started Today

If you're looking for a trusted partner to help you achieve your financial goals, look no further than Blakely Financial Services. Contact us today to schedule a consultation and take the first step towards achieving financial freedom.