Phone 336-586-0012

Ever wonder if you
will have enough?

  • To pay for college?
  • To plan a wedding?
  • To take that big anniversary trip?
  • To give generously?
  • To enjoy retirement?

We are a financial management practice dedicated to helping you gain clarity, confidence, and contentment in your financial life.

Get a better understanding of your financial future.

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Move forward with confidence.

Make better decisions knowing your plan is in place.

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Know you have enough to achieve your goals.

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Most people wonder if they have enough for their financial future.

Whether it’s paying for college, a wedding, or planning for retirement, knowing you are adequately prepared can be overwhelming.
At Blaser Investment Management, our advisors work with you to create a plan to help you know you have enough.

Does your money go where it should so you can have enough to reach your goals? Find out with our simple quiz

Next Steps Toward A Confident Financial Future

Schedule a phone call

Select a time for an introductory phone call with one of our advisors.

It's All About You

In order to serve you well, we explore your relationship with money and what’s most important to you.

Create a custom plan

We create a plan unique to your goals and values. We help you confidently answer the question: ‘How much is enough?’

Put your plan into action

We guide you through the entire process: creation, implementation, monitoring, and accountability.

At Blaser Investment, We Value

transparency

We are upfront about fees and the investment process.

communication

In any relationship, business or personal, communication is paramount.

service

We respond to your calls or emails quickly.

relationships

We believe you are part of our family.

Biblical wisdom

The Bible speaks a great deal about wise financial management.

Meet Your Financial Guides

Jeff Blaser,
CFP®, CMT

Jill Middleton,
Registered Service Associate

Pam Stadler,
Executive Assistant

3065 South Church St, Burlington, NC 27215 | 336-586-0012

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Blaser Investment Management Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.

This site is published for residents of the United States only. Raymond James Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

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