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 company's director of sales, who had a longstanding personal relationship with a financial adviser at Blakely, enlisted the firm to manage their investments in the stock market, provide wealth and succession planning services, and offer advice on tax mitigation strategies related to their investments. Although the IT company uses a separate accounting firm for tax purposes, they valued Blakely's expertise in this area. The IT company has invested around $50,000 through Blakely, who earns a commission on the stock trades, and paid an additional $600 for an assessment. The collaboration began in June 2020 and is ongoing.
Timeliness
Service Excellence
Value
Would Recommend
Awards
2022