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California Financial Services

Blakely Financial Services is an independent financial services firm committed to serving our clients.  We are a fiduciary in advisory relationships, meaning that we must always act in our client’s best interest when making planning recommendations and investment decisions.  We know how important it is to plan for your and your family’s future and we take great pride in being able to help our clients pursue their financial goals.

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  • 2 - 9
  • Founded 1991
Average Review Rating
Total Reviews
Average Referral Rating
5.0 /5
Most Common Project Size
Less than $10,000


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    Investment & Wealth Management for IT Outsourcing Company

    • Accounting Commercial Financing
    • Less than $10,000
    • June 2020 - Ongoing
    Willing to Refer

    “Their reliability is impressive; every time I need them, they’re there.”

    Jan 31, 2022

    An IT outsourcing company uses Blakely Financial Services to help them invest and trade in the stock market. The team also provides wealth management and succession planning services for the firm. 

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