Broker Check

WELCOME TO BALCOM INVESTMENTS

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

Ready for the next step? We can help.

Let's Get Started

We’re here for you!

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.

Learn more

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 pursue your financial goals.

Learn more

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.

Learn more

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, empower, and perpetuate your assets for the benefit of future generations.

Learn more

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn More

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Learn More

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.
Learn More

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Learn More

SCHEDULE A CALL WITH CHANTAL & TEAM

Name
Email
Phone
Question
Thank you!
Oops!