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Blakeslee and Blakeslee Inc.


Blakeslee and Blakeslee is a member of NASD, the National Association of Securities Dealers. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
Blakeslee and Blakeslee is local and independent broker dealer which are also a Registered Investment Advisor with the State of California, and a member of the Securities Investor Protection Corporation, Blakeslee & Blakeslee offers every client independent nonproprietary investment advice, services and products.
 
They believe that financial security affords individuals and families important comforts, knowing that financial security is the product of hard work, systematic investing, careful financial planning and good management. The sole objective is to work closely with you to understand your current financial circumstances, identify your short and long term goals and then create a personal financial plan to help achieve them. Whether you seek to retire early, reduce your tax burden, invest for your child’s education or pass wealth to your heirs, they can provide you with advice tailored just for you.
 
Analyze the performance and management of your existing portfolio including mutual funds, securities, real estate and other assets you own, set up a program to automate your investment process, Review your life, health, or long term care insurance policies and needs, Discuss issues pertaining to your estate plan.
 
These can include your will, trust or durable power of attorney, Recommend actions to help reduce the impact of estate taxes, Assess your income and spending patterns to help you live within your means, Analyze your pension rollovers and lump sum pay out options, Provide referrals to accountants, trust officers and attorneys and work closely with them and Determine how to provide for retirement income.
 
As the client, they work with you to monitor the performance of your investments. If necessary, from time to time, may recommend adjustments to your portfolio due to changes in your investment objectives or financial circumstances, the tax laws or economic conditions.
 

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