Blakely Financial, Inc
As an independent financial services firm, our team at Blakely Financial, Inc. has the ability and freedom to provide objective financial guidance and insight to our clients. Our investment philosophy emphasizes the benefits of adopting a long-term perspective and diversification of resources. Looking to safeguard the interests of our clients, in both up and down markets, one thing is absolutely clear—each person's situation is different. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, MA, MD, MI, MS, NC, NH, NJ, NY, OH, OK, PA, SC, SD, TX, VA, WA, WI and WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Fixed insurance products and services offered by Blakely Financial are separate and unrelated to Commonwealth. Securities and advisory services offered through Commonwealth Financial Network®, Member a Registered Investment Adviser. Please review our terms of use here: Blakely Financial, Inc. 1022 Hutton Lane Suite 109 High Point, NC 27262 1 Spring Street Marblehead, MA 01945 336-885-2530 336-885-2531 (fax)
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Verified contacts
9
available on Kipplo
LinkedIn employees
18
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
2
tools in use
Monthly traffic
71
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- AS
Anna Sturup
Executive Assistant · General Business & Management
EmailPhone - RB
Rob Blakely
Owner & Certified Financial Plannertm Practitioner · Other
EmailPhone - SR
Stephanie Rice
Director of Operations · Operations
EmailPhone - CS
Colin Scharneck
Portfolio Analyst · Finance & Accounting
EmailPhone - NJ
Noah J.
Investment Operations Associate · Operations
EmailPhone - SL
Stephanie Lanier
Virtual Administrative Assistant · General Business & Management
EmailPhone - YD
Yesenia Davila
Client Services & Operations Manager at Blakely Financial · Other
EmailPhone
Showing 7 of 9 verified contacts
Top roles at Blakely Financial, Inc
8 distinct titles indexed · top 8 shown.
- 2community liason
- 1client services & operations manager at blakely financial
- 1director of operations
- 1executive assistant
- 1investment operations associate
- 1owner & certified financial plannertm practitioner
- 1portfolio analyst
- 1virtual administrative assistant
Sign up to unlock all 9 contacts at Blakely Financial, Inc
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