Blakely Financial

Finance · North Carolina, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

1022 Hutton Ln Ste 109, High Point, Nort...

Phone Number

(336) 885-2530

Revenue

$5.9 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Blakely Financial

Blakely Financial, Inc. is an independent financial planning and investment management firm that specializes in retirement planning, risk management, and insurance services. Founded in 1995, the firm is dedicated to providing objective financial advice and tailored investment solutions to individuals, business owners, families, and nonprofits. Their comprehensive wealth management approach focuses on understanding clients' unique financial situations and goals, ensuring clarity and confidence in achieving financial independence. Blakely Financial's team of experienced professionals acts as fiduciaries, committed to managing clients' resources responsibly and effectively.Explore more
Blakely Financial's Social MediaPopular SearchesBlakely Financial IncBlakely Financial ServicesBlakely FinancialBlakely Financial CorpBlakley Financial ServiceSIC Code 62,628NAICS Code 52,523Show more

Blakely Financial Org Chart

PhoneEmail
EP
United States flag for contact location.

Chief Executive Officer & Financial Advisor

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
SB
United States flag for contact location.

Manager, Client Experience

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
SL
United States flag for contact location.

Financial Planning Associate

PhoneEmail
RB
United States flag for contact location.

Founder & Certified Financial Planner & Pract...

PhoneEmail
LA
United States flag for contact location.

Financial Advisor

PhoneEmail
ZB
United States flag for contact location.

Finance Intern

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Blakely Financial your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Blakely Financial

Compare insights from companies similar to Blakely Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Blakely Financial

$5.9M
1-10
Private
-
1994
EP
Emily PromiseCEO & Financial Advisor
<$5M
1-10
Private
-
1999
Nathaniel Klitzing, Chief Executive Officer & Principal & Wealth Advisor at Cambridge Capital Management
Nathaniel KlitzingCEO & Principal & Wealth Advisor
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Blakely Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Blakely Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Blakely Financial.

Blakely Financial Tech Stack

A closer look at the technologies used by Blakely Financial

Top Finance Companies

Frequently Asked Questions Regarding Blakely Financial

What is Blakely Financial's official website?
Blakely Financial's official website is www.blakelyfinancial.com
What is Blakely Financial's Revenue?
Blakely Financial's revenue is $5.9 Million
What is Blakely Financial's SIC code?
Blakely Financial's SIC: 62,628
What is Blakely Financial's NAICS code?
Blakely Financial's NAICS: 52,523
How many employees does Blakely Financial have?
Blakely Financial has 1-10 employees
What industry does Blakely Financial belong to?
Blakely Financial is in the industry of: Finance, Securities Trading
What is Blakely Financial competition?
Blakely Financial top competitors include: Copper Canyon Wealth Management, Encompass Wealth Management, Focus Financial Network, Goodrich and Associates
What technology does Blakely Financial use?
Some of the popular technologies that Blakely Financial uses are: DocuSign, GoDaddy SSL Certificates, GoDaddy Web Hosting, Google Workspace
How do I contact Blakely Financial?
Blakely Financial contact info: Phone number: (336) 885-2530 Website: www.blakelyfinancial.com
What does Blakely Financial do?

Blakely Financial, Inc. is an independent financial planning and investment management firm that specializes in retirement planning, risk management, and insurance services. Founded in 1995, the firm is dedicated to providing objective financial advice and tailored investment solutions to individuals, business owners, families, and nonprofits. Thei... r comprehensive wealth management approach focuses on understanding clients' unique financial situations and goals, ensuring clarity and confidence in achieving financial independence. Blakely Financial's team of experienced professionals acts as fiduciaries, committed to managing clients' resources responsibly and effectively.Read More

What are Blakely Financial social media links?
Blakely Financial Linkedin page Blakely Financial Twitter page Blakely Financial Facebook page
Is Blakely Financial a public company?
Blakely Financial is private company therefore does not currently have an official ticker symbol
See more information about Blakely Financial

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.