Business Details
About
Investment Service
High-net-worth investors face a world of unique needs and opportunities while creating their vision, goals and priorities. A trusted financial advisor can help you make informed decisions that will direct your path along the way. Our team is highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help you stay on track along your financial journey. From estate considerations to charitable giving, we will provide the key tools, guidance and resources needed to help grow your wealth and protect your legacy.
Location
Blackley, Blake Wealth Management
203 E Industry Drive, Oxford, NC
27565, United States
Hours
Frequently Asked Questions About Blackley, Blake Wealth Management
What services does Blackley, Blake Wealth Management offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
What are the specialties of Blackley, Blake Wealth Management?
Their specialties include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
What are the office hours for Blackley, Blake Wealth Management?
They are open Monday through Thursday from 8:30 AM to 5:00 PM, and on Friday from 8:30 AM to 4:00 PM. The office is closed on weekends.
Where is Blackley, Blake Wealth Management located?
The office is located at 203 E Industry Drive, Suite D, Oxford, NC 27565, USA.
Which languages are spoken at Blackley, Blake Wealth Management?
English is the primary language spoken.
Does Blackley, Blake Wealth Management have a mobile app?
Yes, they have mobile apps available for both Android and iOS devices.
Which nearby places might be useful to visit before or after a meeting at Blackley, Blake Wealth Management?
Nearby places like Robert M Currin PA optometry clinic and Triangle Dermatology Associates can be convenient for health-related visits around your financial appointments.
Are there nearby facilities for assisted living when visiting Blackley, Blake Wealth Management?
Yes, Coventry House Inn and Granville House are assisted living facilities located nearby, which may be relevant for clients or family members.
Where can I find nearby dining options close to Blackley, Blake Wealth Management?
Mazatlan Mexican Restaurant is a nearby option if you want to grab a meal before or after your visit.
What financial firms are competitors of Blackley, Blake Wealth Management?
Competitors include Merrill Lynch, Wells Fargo Advisors, Morgan Stanley, Ameriprise, and Schwab.