


Blakely Financial, Inc Revenue
Financial Services • High Point, North Carolina, United States • 21-50 Employees
Blakely Financial, Inc revenue & valuation
| Annual revenue | $8,482,997 |
| Revenue per employee | $404,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $27,200,000 |
| Total funding | No funding |
Key Contacts at Blakely Financial, Inc
Rob Blakely
Owner & Certified Financial Planner™ Practitioner
Stephanie Rice
Director Of Operations
Company overview
| Headquarters | 1022 Hutton Lane, Suite 109, High Point, NC 27262, US |
| Phone number | +11565695401 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Life, Estate Planning, 401(K), Education Funding, Investment Portfolio Management, Qualified Retirement Plans, Financial & Retirement Planning, Charitable Gift Planning, Fee-Based Asset Management, Disability & Ltc Planning, Pension Rollovers/Distribution |
| Founded | 1995 |
| Employees | 21-50 |
| Socials |
Blakely Financial, Inc Email Formats
Blakely Financial, Inc uses 3 email formats. The most common is {first initial} (e.g., j@blakelyfinancial.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@blakelyfinancial.com | 66.7% |
{first name} | john@blakelyfinancial.com | 20% |
{first initial}{last name} | jdoe@blakelyfinancial.com | 13.3% |
About 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 www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Please review our terms of use here: www.commonwealth.com/termsofuse.html 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) www.blakelyfinancial.com
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Blakely Financial, Inc has 8 employees across 2 departments.
Departments
Number of employees
Funding Data
Blakely Financial, Inc has never raised funding before.
Blakely Financial, Inc Tech Stack
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Frequently asked questions
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