Patick D.
8/6/2025
I've been with Blakeslee for more than 15 years and track values and returns closely. Their advisor fees are lower than most and I am very satisfied with the service and returns. They also have...
Blakeslee & Blakeslee
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1101 Marsh St
San Luis Obispo, CA 93401
Blakeslee & Blakeslee is an independent financial planning firm with nearly 50 years of experience, serving the Central Coast community in San Luis Obispo, Paso Robles, and Orcutt, California. They are committed to making investing accessible to everyone and prioritize personalized service, building long-term client relationships.
With a big picture approach to financial planning, Blakeslee & Blakeslee offers a range of services including financial planning, retirement planning, investment planning, education planning, estate planning, and tax planning. Their objective professional advice and holistic approach help clients reach their unique financial goals and navigate any challenges that may arise over their lifetime.
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Reviews
4.0(4)
Diane H.
2/10/2024
After taking over my accounts they chased them all and did not reinvest the monies. When I asked why they said the intended investment avenue was closed to new investors. They should have known...
Charley C.
12/20/2011
David is who we deal with, and have dealt with for a long time. He knows the business and really looks at the long term with your money. He has done a fine job with our retirement dollars and...
VANISHING W.
5/26/2012
Have years of experience with two financial advisors at this firm: Diane Blakeslee and Kara Blakeslee. I have great confidence in them.
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