Broker Check

8832 Blakeney Professional Drive
Suite 200
Charlotte, NC 28277

 

Our Services

           Wealth Management Services:

  •  eMoney–Personal online account access website
  •  Wealth Monitor–Robust performance and holdings reporting
  •  Planning Services–Retirement, education, estate and goal planning 
  •  Portfolio Analysis
  •  Professional Collaboration–Work with your other advisors as needed
  •  Educational Information–Access to research, newsletters, white papers and planning tools

 

           Asset Management Services*

  •  Broad access to a wide variety of investment products and services
  •  Investment objectives, risk tolerance and needs analysis
  •  Portfolio analysis and design
  •  401(k) allocation assistance
  •  Traditional, tactical and alternative investment diversification
  •  Principal protection and portfolio insurance strategies
  •  On-going investment reviews and reallocations
  •  Tax withholding, tax loss harvesting, reporting and assistance
  •  Retirement income planning
  •  Required Minimum Distribution and 72(t) systems and follow up
  •  IRAs, rollovers and trust management
  •  FDIC CDs, Equity-Linked CDs and Market Participation Deposits

           *Offered through Securities America Advisors.

           Insurance Brokerage Services

  •  Life, disability, LTC and health insurance
  •  Group insurance
  •  Employee benefits
  •  Benefits for executives and business owners
  •  Insurance review, planning, quotes and service

To learn more about our services, call 800-473-9797

Some products and services offered through various strategic alliances including Tax Preparation, Wills, Trust documentation and Real Estate Transactions would not be offered directly by Blakeney Financial Group.