Blakeslee & Blakeslee Inc. - San Luis Obispo, California

Address: 1101 Marsh St, San Luis Obispo, CA 93401.
Phone: 8055434366.
Website: blakeslee-blakeslee.com
Specialties: Financial planner, Life insurance agency, Stock broker.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 4.2/5.

📌 Location of Blakeslee & Blakeslee Inc.

☎️8055434366

⏰ Open Hours of Blakeslee & Blakeslee Inc.

Monday: 8:30 AM–5 PM
Tuesday: 8:30 AM–5 PM
Wednesday: 8:30 AM–5 PM
Thursday: 8:30 AM–5 PM
Friday: 8:30 AM–5 PM
Saturday: Closed
Sunday: Closed

Blakeslee & Blakeslee Inc.

Blakeslee & Blakeslee Inc. es una empresa que se encuentra ubicada en San Luis Obispo, CA 93401, en la dirección 1101 Marsh St. Puedes contactarlos en su teléfono 8055434366 o visitar su sitio web en blakeslee-blakeslee.com.

Características y Especialidades

Esta empresa se enfoca en ofrecer servicios de planificación financiera y agencia de seguros de vida, así como asesoramiento de bolsa. Los clientes pueden confiar en su experiencia y conocimiento para abordar sus necesidades financieras y lograr sus objetivos de largo plazo.

Ubicación y Accesibilidad

Blakeslee & Blakeslee Inc. cuenta con una entrada y estacionamiento para personas con discapacidad, lo que la hace accesible para todos. Esto refleja su compromiso con la inclusión y la accesibilidad.

Además, sus instalaciones tienen un baño accesible, lo que garantiza que los clientes con discapacidad tengan una experiencia cómoda y segura.

Recomendaciones y Opiniones

Según las opiniones de los clientes, Blakeslee & Blakeslee Inc. ha demostrado ser una empresa confiable y profesional. Los clientes han elogiado a Chris Coates por su carácter, integridad y honestidad, así como por su apoyo y dedicación hacia sus clientes. También han destacado su capacidad para entender las necesidades individuales de cada cliente y desarrollar planes financieros personalizados para ayudarles a alcanzar sus objetivos.

Con una media de opinión de 4.2/5 en Google My Business, es evidente que Blakeslee & Blakeslee Inc. es una empresa que se esfuerza por brindar servicios de alta calidad y atención personalizada a sus clientes.

Recomendación Final

Si estás buscando una empresa confiable y profesional para asesorarte sobre tus finanzas y seguros, Blakeslee & Blakeslee Inc. es una excelente opción. Visita su sitio web en blakeslee-blakeslee.com para obtener más información y planificar una cita con Chris Coates. No dudes en contactarlos en 8055434366 para discutir tus necesidades financieras y cómo pueden ayudarte a alcanzar tus objetivos.

👍 Reviews of Blakeslee & Blakeslee Inc.

Blakeslee & Blakeslee Inc. - San Luis Obispo, California

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.