What You Can Expect When You Work With Our Team
Blakelock Financial Group operates using a Service Schedule to ensure you are in constant communication with our team. We also host educational and social events throughout the year, and send out informational emails.
Jonathan and our staff touch base with our clients each Trimester, and we proactively call to schedule your annual review with Jonathan. We welcome in-person meetings, virtual Microsoft Teams calls and phone calls.
Jonathan does not charge an hourly rate or a planning fee to create a financial plan*. Your appointments are completely confidential and customized to you and your family.
Our office is just a phone call or email away, and we are always happy to help. Clients are always our number one priority!
*Some Exceptions Apply.
Office Hours
Monday 8:00am – 5:00pm
Tuesday 8:00am – 5:00pm
Wednesday 8:00am – 5:00pm
Thursday 8:00am – 5:00pm
Friday 8:00am – 3:00pm
Available Appointment Times
Mondays
No Appointments
Tuesdays - Thursdays
7:30am, 8:30am, 9:45am, 11:00am,
1:30pm, 2:45pm, 4:00pm
Evenings and Weekends by Request
Fridays
7:30am, 8:30am, 9:45am, 11:00am,
1:30pm