Blakeslee & Blakeslee Inc. - San Luis Obispo, California

Blakeslee & Blakeslee Inc.: Un servicio financiero confiable en San Luis Obispo

Blakeslee & Blakeslee Inc. es una empresa financiera con sede en 1101 Marsh St, San Luis Obispo, CA 93401, Estados Unidos. Con más de 5 años de experiencia en el mercado, esta empresa se destaca por su compromiso con la atención personalizada y la transparencia en todos sus servicios.

Especialidades y servicios

Blakeslee & Blakeslee Inc. ofrece una amplia gama de servicios financieros, incluyendo:

• Financial planner: asesoramiento personalizado para planificar y gestionar tus finanzas.
• Life insurance agency: cobertura de vida para proteger a ti y a tus seres queridos.
• Stock broker: asesoramiento y gestión de tus inversiones en el mercado de valores.

Características y beneficios

Algunas de las características que destacan esta empresa son:

• Acceso a un car park y entrada y baño accesibles para personas con discapacidad.
• Recomendación de citas previas para garantizar un servicio personalizado.
• Personas capacitadas y experimentadas en el sector financiero.

Ubicación y cómo llegar

La empresa se encuentra ubicada en 1101 Marsh St, San Luis Obispo, CA 93401, Estados Unidos. Puedes llegar en transporte público o en coche, ya que la empresa cuenta con estacionamiento accesible para personas con discapacidad.

Información recomendada para una persona que busca servicios financieros

Si estás buscando un servicio financiero confiable y personalizado, Blakeslee & Blakeslee Inc. es una excelente opción. Con su experiencia y conocimiento en el sector, pueden ayudarte a planificar y gestionar tus finanzas de manera efectiva. No dudes en contactarlos a través de su página web blakeslee-blakeslee.com para obtener más información y programar una cita.

Opiniones y recomendaciones

Blakeslee & Blakeslee Inc. ha recibido opiniones muy positivas de sus clientes, destacando su compromiso con la atención personalizada y la transparencia. Si estás buscando un servicio financiero confiable, no dudes en contactar a esta empresa. Su experiencia y conocimiento en el sector te ayudarán a planificar y gestionar tus finanzas de manera efectiva.

Recomendación final

En resumen, Blakeslee & Blakeslee Inc. es una empresa financiera confiable y personalizada que ofrece una amplia gama de servicios financieros. Con su experiencia y conocimiento en el sector, pueden ayudarte a planificar y gestionar tus finanzas de manera efectiva. No dudes en contactarlos a través de su página web blakeslee-blakeslee.com para obtener más información y programar una cita.

👍 Reviews of Blakeslee & Blakeslee Inc.

sean S.

5/5

Chris Coates has been great to work with. I am impressed with his character, integrity, and honesty. He has helped me with several areas in my finances and retirement. I have sent others to him and he has been able to help them get on the right track with their finances. He truly cares about clients and their success. I highly recommend him to anyone.

Jayne E. A.

5/5

We have been very happy with Craig Darnell and his team at Blakeslee and Blakeslee. They take the time to answer all of our questions - and we ask a lot of them - and they recommend investments that suit our comfort level with risk. They have earned our trust.

evan M.

5/5

My family and I have been going here for 2 generations now and have always felt well taken care of. The staff is polite and helpful. Stephen is a wonderful help with my finances and always is able to offer great advice in a patient and polite way. Definitely recommend.

Daniel V.

1/5

In 1983 I was thirty and had returned to college at Cal Poly. My wife inherited $100,000. We didn't know how to invest and had no one we knew to guide us. We asked around for referrals and Blakeslee & Blakeslee's name came up several times and we went to see them. They recommended private limited partnerships. It was the "big thing" then. They divided the $100k into four different partnerships equally. I remember clearly two things. They did not invest in stocks because they were not licensed to do so, and we would have to go else where if that is what we wanted to do. We didn't know what we wanted to do, that's why we were there! The second thing was the explanation of risk. One of the partnerships could go broke they said, but it would be EXTREMELY RARE if three went broke. Within about three years, three of the partnerships were worthless. Knowing what I know now, I would have invested in conservative Blue Chip stocks with dividend CAGRs of 5-10%. I calculate that, using S&P 500 records that our $100k would be worth about $900k, adjusted for inflation. I'd stay away from these people!

You can invest successfully on your own, you really can. I do, and I strongly recommend the book, "Dividends Still Don't Lie" by Kelley Wright and the newsletter for a conservative and easy way to invest and manage your investments.

Big W. A.

5/5

Taking care of my family since 1995.