portrait of Jeremy P Blaine
FINANCIAL ADVISOR
Accepting New Clients
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About Jeremy

I saved my allowance to purchase my first share of stock when I was 12 years old (with dad's help). It's been a love affair ever since and the only career I've known for the last 24 years.

As a CERTIFIED FINANCIAL PLANNER™, CFP®, professional, I enjoy helping people plan for and achieve their major life and financial goals. I take a holistic approach and show clients how their goals and strategies affect each other, identify opportunities for efficiencies and point out any pitfalls that may exist.

On a personal note, I am blessed to be the husband of an amazing...

Focus Areas

  • Portfolio Reviews
  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • CLU®

    Chartered Life Underwriter®

Team Members

  • Alissa Thomas
    Branch Office Administrator
  • Jane Devlin
    Branch Office Administrator
  • Kelli Kruel
    Branch Office Administrator
  • Hannah Kollias
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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