Blakely Financial Services
For Blakely Financial Services
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Overview
2 - 9
Employees
1991
Year Founded
ABOUT BLAKELY FINANCIAL SERVICES
California Financial Services
Blakely Financial Services is an independent financial firm dedicated to our clients' needs. As fiduciaries in our advisory relationships, we are obligated to prioritize our clients' best interests when offering planning advice and making investment choices. We understand the significance of planning for your and your family's future, and we take great pride in assisting our clients in achieving their financial objectives.
Languages Spoken
English
HIGHLIGHTS
2 - 9
Employees
1991
Year Founded
Services
Focus
Industries
Clients
Services Provided
59% Financial Advisory & Consulting
30% Financial Planning
11% Wealth Management
About the Team
OUR STORY
Our team is dedicated to prioritizing your family's financial well-being with a personalized and professional approach. Led by our CEO and Private Wealth Advisor, Kevin C. Swanson, CFP®, and supported by a robust group of Certified Financial Planners and specialists, we provide tailored wealth advisory services. Our committed professionals, including advisors, operations leaders, compliance officers, and client relationship managers, collaborate to ensure comprehensive financial care. We understand the paramount importance of safeguarding your financial health to nurture both yourself and your loved ones. With our expertise and commitment, we strive to support you in achieving lasting financial security and peace of mind.
Locations
Headquarters
3439 Brookside Rd Suite 210,
Stockton, California, United States 95219