Client Login

336-885-2530

Schedule A Call

News & Insights

Strengthening Our Community Together

Our commitment to complete and connected planning extends beyond your financial life to the community we all share. We’re proud to support local organizations that create a meaningful and lasting impact, because thriving communities and financial well-being go hand in hand. 

Recent Posts

Filter By Category

June Market Update 2025

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
Read More

Navigating Divorce with Financial Confidence

As difficult as divorce can be, having a clear financial strategy can help you regain control, protect your assets, and plan for the next chapter of your life with confidence.
Read More

Strategic Education Funding: Advanced Approaches

Learn about several advanced approaches families can consider when building an education funding plan that aligns with their long-term goals.
Read More

Upcoming Change to the Ownership of Commonwealth Financial Network®

At Blakely Financial, maintaining the strong relationships we’ve built with each of our clients remains our highest priority.
Read More

Education Planning for the Next Generation: Strategic Wealth Transfer and 529 Investments

Whether thinking about your children’s future or your grandchildren’s, education planning is a strategic and meaningful way to pass on wealth, values, and financial stability.
Read More

May Market Update 2025

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
Read More

Financial Literacy Month: Books to Read

One of the best ways to improve your financial knowledge is through reading, and we’ve rounded up some of our favorite books for Financial Literacy Month.
Read More

Financial Planning for Medical Professionals

Learn more about key priorities in financial planning for medical professionals throughout each phase of your career.
Read More

April Market Update 2025

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
Read More

Celebrating 30 Years of Blakely Financial

As we celebrate 30 years of Blakely Financial, we look forward to the next 30 years of growth, innovation, and continued service as a trusted financial partner.
Read More

Blakely Financial is now ShorePoint Advisory Group. Read the Press Release.

Got it!
X