Blakely Walters is a boutique wealth management company in Scottsdale, Arizona serving clients across the United States. We are independent, private, and comprehensive investment advisor representatives. Having worked many years for a larger “semi-captive” financial planning company we felt constrained and finally decided to go independent. We take pride in putting our client’s interest above our own which translates into relationships that are built to last a lifetime.
We believe in choices and therefore we allow our clients to decide how they want to utilize our expertise. We can work either hourly, per plan, on retainer, or as a percentage of assets managed. Be it building a customized financial plan, managing assets, brokering insurances, or providing “financial planning as an employee benefit” for businesses and organizations we have a solution for you that you can truly feel comfortable with.
Our plans are comprehensive, understandable, and are designed to adapt. Our planning process involves discovery, goal planning, education, implementation, and periodic adjustments to life changes and market conditions.
Securities and Investment Advisory Services offered through NEXT Financial Group, Inc., Member FINRA and SIPC BLAKELY WALTERS is not an affiliate of NEXT Financial Group, Inc.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 3333 N Hayden Rd, Scottsdale,arizona 85251,united States
- Phone
- 480-776-5897
- in****@****ers.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- blakelywalters.com
- Keywords
- Scottsdale.
- HQ
- Scottsdale, Arizona
Blakely Walters Questions
Blakely Walters's helpline number is 480-776-5897
Blakely Walters's website is blakelywalters.com
Blakely Walters's LinkedIn profile is https://www.linkedin.com/company/blakely-walters-wealth-management
Blakely Walters has
6 employees.
View email and phone details for 6
employees at Blakely Walters.
Blakely Walters's industry is
Financial Services
Blakely Walters's top competitors are
Lat Apparel,
The Well Recruiting Solutions,
Stratos,
Fanatical Skin & Ink,
Evervest Financial,
Genuine Social (Formerly Phanto),
Lido Advisors, Llc,
Inspired Healthcare Capital,
Tci Wealth Advisors,
Walters Financial Group.
Blakely Walters's support email address is info@blakelywalters.com
Blakely Walters's categories are Financial Services
Blakely Walters's founding year is 2009
