Blakely Walters
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3333 North Hayden Road
Scottsdale, AZ 85251 - (480) 776-5897
- Website
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About
Blakely Walters
At Blakely Walters, planning starts with you. We established our firm to bring our broad institutional background to the unique needs of individual investors. Our executives utilize their over 25 years of collective experience to provide a truly personal approach to wealth management. Whether you’re in the heart of your career or preparing for retirement, our advisors are committed to enhancing your success. As a strategy-driven firm, we create comprehensive and flexible financial solutions that meet the needs of today while laying the foundation for tomorrow. You deserve solutions that are customized to your situation yet adaptable to change. When your life evolves, so should your strategies.
Products
- 401(k) Plans • Profit Sharing Plans
- Business Overhead Expense
- Common Stock • Education IRAs / 529 Plans
- Defined Benefit Plans • Group Benefits Plans
- Disability Income Insurance • Life Insurance
- Health Insurance / Health Savings Accounts
- IRA’s – Traditional, Roth, SEP, Rollover, Simple
- Long Term Care Insurance
- Mutual Funds • Exchange Traded Funds • Bonds
- REITs, BDCs, and other alternative investments
- Variable, Indexed and Fixed Annuities
Services
- Access to world class financial planning software
- Annual in person review
- Best In Class Risk Assessment Review
- Comprehensive Review of Finances
- Distribution planning
- Documented action plan
- Goal Analysis
- Goal Setting
- Ongoing management and oversight
- Portfolio Design
- Rebalancing
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Questions & Answers
Q What is the phone number for Blakely Walters?
A The phone number for Blakely Walters is: (480) 776-5897.
Q Where is Blakely Walters located?
A Blakely Walters is located at 3333 North Hayden Road, Scottsdale, AZ 85251
Q What is the internet address for Blakely Walters?
A The website (URL) for Blakely Walters is: http://www.blakelywalters.com/
Q How big is Blakely Walters?
A Blakely Walters employs approximately 20+ people.
Q What days are Blakely Walters open?
A Blakely Walters is open:
Thursday: 8:00 AM - 5:30 PM
Friday: 8:00 AM - 5:30 PM
Saturday: Closed
Sunday: Closed
Monday: 8:00 AM - 5:30 PM
Tuesday: 8:00 AM - 5:30 PM
Wednesday: 8:00 AM - 5:30 PM
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