Blakely Financial, Inc.
Financial Service
Why pick this one
Blakely Financial, Inc. brings 30 years of history to integrated retirement, tax, estate, and business-transition planning.
Best for
- Clients needing coordinated retirement, tax, and estate planning
- Families seeking advisory and investment management
- Business owners planning a business transition
- Organizations needing endowment management
- Clients whose financial planning involves attorneys and CPAs
Specialties
- Retirement planning
- Tax strategy
- Estate strategy
- Business transition planning
- Family advisory services
- Investment management
- Endowment management
Certifications
- CFP®
- CAP®
- CDFA®
- AIF®
- APMA®
- CRPC®
What makes them different
- 30-year firm history, including years operating as Blakely Financial Inc.
- Integrates retirement, tax, estate, and business-transition planning
- Coordinates with clients' attorneys, CPAs, and other professionals
- Offers endowment management alongside family advisory and investment management
- Led by Emily Promise, who holds CFP®, CAP®, CDFA®, AIF®, APMA®, and CRPC® designations
- Years in business
- 30
Distilled from this business's own website.
Contact & Location
- Address
- 1022 Hutton Ln Ste 109, High Point, NC 27262-7158
- Phone
- +13368852530
- Website
- https://www.blakelyfinancial.com
Services
- Comprehensive financial planning
- Family advisory services
- Investment management
- Endowment management
- Business planning