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WELCOME TO BALCOM INVESTMENTS

Today’s volatile environment requires the services of trustworthy financial professionals whose expertise and investment knowledge can help guide you towards a secure financial future. By proactively building, preserving, and managing your wealth, we create a lifelong commitment to you and your family.

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Over the last 25 years, we have helped thousands of qualified investors across 17 different states retire.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Portfolio Management

Our financial planning service coordinates our investment management process with  clients’ short and long-term objectives, their risk exposures and estate plans.

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Investments

Today’s world is filled with confusion about a multitude of investment choices and money management programs. Building a successful portfolio begins with your decision to work closely with an investment professional who will help you achieve your financial goals.

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Retirement

Whether you’re 30 days away from retiring or 30 years, the most important thing you can do is start planning for your retirement today! We can carefully guide you in making important decisions regarding your financial future.

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Estate

No two estate plans are alike, just as no two families are alike. We take the time to understand your individual circumstances and financial objectives, so that each of our plans is unique to your family’s circumstances. We help you preserve, protect, empower, and perpetuate your assets for the benefit of future generations.

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How Stocks Work

Understanding how a stock works is key to understanding your investments.
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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.
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What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.
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