Blakeslee & Blakeslee Inc.

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.
Mar 7th, 2022

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.
Sep 4th, 2019

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.
Aug 15th, 2018

Taking care of my family since 1995.
Jul 31st, 2018

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.
Feb 20th, 2014