Home | Blakely Financial Services

WE HELP OUR CLIENTS PURSUE FINANCIAL INDEPENDENCE

PREMIER INVESTMENT MANAGEMENT AND FINANCIAL PLANNING SERVICES

SERVING OUR LOCAL COMMUNITY AND CLIENTS THROUGHOUT THE COUNTRY FOR OVER 30 YEARS

WE WORK WITH INDIVIDUALS, FAMILIES, AND BUSINESS OWNERS

You deserve a financial strategy that is tailored to your goals and adapts to your needs.

That is what we do.

WHO WE ARE

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you. To learn more about our firm, watch the below video to hear a message directly from our founder, Kurt Blakely.

WHAT WE CAN DO FOR YOU

We are investment fiduciaries working in your best interest to provide comprehensive financial planning and investment management services to help our clients pursue their goals. Watch the below video for an overview of our financial planning program.

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MEET THE TEAM

Kurt L. Blakely

President

Kate Keller, CFP®

Financial Planner

Brittany Harper

Operations Associate

Still unsure? We can help.

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We look forward to being of service to you!

OUR OFFICE

3439 BROOKSIDE ROAD, SUITE 210

STOCKTON, CA 95219

After you walk through the front door, take the stairs or elevator to the second floor and stay to the right until you arrive at suite 210.

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.