Blaser Investment Management Group
Financial Service
Why pick this one
Blaser Investment Management Group combines investment management with Biblical financial planning and custom plans built around clients' goals and values.
Best for
- Christian clients seeking Biblical financial counsel
- Retirement planning
- College funding planning
- Wedding-related financial planning
- Clients wanting ongoing plan monitoring and accountability
- People seeking help determining how much is enough for their goals
Look elsewhere if
- Clients seeking a strictly secular financial planning approach
Specialties
- Investment management
- Biblically integrated financial planning
- Retirement planning
- College funding planning
- Goal-and-values-based financial planning
Certifications
- CERTIFIED FINANCIAL PLANNER™ designation
- Certified Kingdom Advisor® designation
- Chartered Market Technician® designation
- Chartered Retirement Planning Counselor® designation
- Accredited Asset Management Specialist™ designation
- Series 7 securities license
- Series 66 securities license
- North Carolina life insurance license
- North Carolina long-term care insurance license
- Financial Planning Association membership
- CMT Association membership
- Kingdom Advisors membership
What makes them different
- Integrates Biblical wisdom with investment management and financial planning
- Creates plans based on each client's goals and values
- Uses the question 'How much is enough?' as a central planning framework
- Provides upfront information about fees and the investment process
- Guides clients through plan creation, implementation, monitoring, and accountability
- Response time
- They respond to calls or emails quickly.
Distilled from this business's own website.
Contact & Location
- Address
- 3065 S Church St, Burlington, NC 27215-5154
- Phone
- 13365860012
- Website
- https://www.blaserinvestment.com
Services
- Investment management
- Financial planning
- Financial counseling
- Financial plan implementation and monitoring
- Client accountability support