Blakely Financial Services
visit site- Undisclosed
- 2 - 9 employees
- Stockton, CA
Blakely Financial Services is a commercial financing, funding, & investment company in Stockton, California. The small team provides commercial financing, funding, & investment. The agency was established in 1991.
Client Insights
Industry Expertise
This provider has not added their industry expertise.
Client Size Distribution
This provider has not added their client sizes.
Common Project Size
<$10K 1 project
Clients
This provider has not added their key clients.
Highlights from Recent Projects
Blakely Financial Services was engaged by an IT outsourcing company to provide financial advisory services. The IT firm hired Blakely to assist with their investments in the stock market, as well as provide wealth and succession planning services for the business. The Blakely team also offered advice on how to mitigate taxes from investments. The company invested approximately $50,000 with Blakely, who made a commission off of the stock trades. An additional $600 was paid for an assessment. The collaboration began in June 2020 and continues to date. The IT firm's director of sales, who has known the financial advisor from Blakely since high school, has been working with the advisor to manage their portfolio.
Timeliness
Service Excellence
Value
Would Recommend
Awards
2022