Blakeslee & Blakeslee
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
544 12th St, Paso Robles, California, 93...Phone Number
(805) 239-4388Website
www.blakeslee-blakeslee.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
1
1
1
1
1
1
About Blakeslee & Blakeslee
Blakeslee & Blakeslee is an independent financial planning firm located in San Luis Obispo, CA, with additional offices in Paso Robles and Orcutt, serving the Central Coast for nearly 50 years. They offer a range of services including financial planning, retirement planning, investment planning, education planning, estate planning, and tax planning, focusing on personalized service for clients from various backgrounds. Their clientele includes small business owners, working families, and retirees, all seeking to achieve their unique financial goals. The firm emphasizes a holistic approach to financial planning, ensuring that clients receive objective advice tailored to their individual needs.Explore more
Blakeslee & Blakeslee Org Chart
JB
Partner
JD
Paraplanner & Planning Registered Associate &...
TW
Financial Registered Planner & Representative
SH
Financial Planner & Registered Representative
DB
Assistant
DB
Certified Financial Planner
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Revenue
Number of Employees
Type
Funding
Founded In
Blakeslee & Blakeslee
<$5M
11-50
Private
-
1971
DT
Deirdre TorresVice President General Securities Principal
Company Profile Activity
Activity Insights
Blakeslee & Blakeslee is experiencing very low activity levels compared to other companies in the Finance sector.
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Blakeslee & Blakeslee is an independent financial planning firm located in San Luis Obispo, CA, with additional offices in Paso Robles and Orcutt, serving the Central Coast for nearly 50 years. They offer a range of services including financial planning, retirement planning, investment planning, education planning, estate planning, and tax planning... Read More
