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Blakely Walters Business Information
- Name:
- Blakely Walters
- Address:
- 3333 North Hayden Road
- City:
- Scottsdale
- State:
- Arizona, US
- Zip Code:
- 85251
- Telephone:
- (480) 776-5897
- Fax:
- (480) 776-5892
- Website URL:
- http://www.blakelywalters.com/
- Facebook:
- https://www.facebook.com/BlakelyWaltersWealthManagement/
- Twitter:
- n/a
- Categories:
- Financial Advisory Services
Financial Planning Consultants
Investments - 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 - Products:
401(k) Plans • Profit Sharing Plans, BDCs, 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, Indexed and Fixed Annuities, Long Term Care Insurance, Mutual Funds • Exchange Traded Funds • Bonds, REITs, Rollover, Roth, SEP, Simple, Variable, and other alternative investments - Brands:
n/a - Coordinates:
- 33.487240, -111.908470
- Accepted Payment:
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
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