Blakely Financial Consulting
Financial Services in High Point, NC
Financial issues are often intertwined with intimate issues that may include values, family, business, profession, and religion. At Blakely Financial, we aim to earn an understanding of what is most important to our customers. We then use this knowledge to help customers in their effort to build a financial strategy for their financial, business, and estate planning issues. We hope the information contained on our Web site is beneficial to you. We would love the possibility to speak with you personally.
read moreSteve joined Blakely Financial in early 2009 hailing from a global wealth management firm headquartered in Switzerland. Steve has partnered with Robert Blakely to help meet the financial planning needs of professionals, business owners, and retirees. Steve is a 1998 graduate of North Carolina State University and completed his MBA at Wake Forest University in 2005. Steve's dedicated to providing quality strategies customized to our client's needs. His goal is to be a primary source of financial advice, and he concentrates his efforts on developing long-term relationships through a commitment to quality client service.
read moreEmily joined Blakely Financial in 2017 and works to provide clients with comprehensive financial planning. She brings a wealth of experience from her work with the Massachusetts State Treasury, Commonwealth Financial Network and Goldman Sachs. Emily joined Blakely Financial to have a positive impact in the lives of other people. Emily grew up in Marblehead, Massachusetts and graduated from Marblehead High School. In her free time, Emily enjoys golf, volunteers as a Big Sister in the Big Brothers Big Sisters of the Central Piedmont organization and is a member of Women in Motion of High Point.