Balanced Rock Investment Advisors
Locally owned advisor offering fee-only and fiduciary-only Financial Planning and Wealth Management.
Verified by Owner
(617) 971-8323
4238 Washington St., Suite 311
Boston, MA
02131
Service Area: Boston MA USA, Massachusetts USA, CT USA, NH USA, RI USA, ME USA, VT USA, NY USA, USA
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Websites
-
http://www.balancedrockinvestmentadvisors.com/
- https://www.facebook.com/BalancedRockIA/
- https://www.linkedin.com/company/balanced-rock-investment-advisors
Description
Balanced Rock Investment Advisors is a truly independent and locally owned financial advisor offering fee-only wealth management and financial planning services to people and organizations of all kinds. We're proud to support our community with both our services and our Sustainable Community Involvement. Balanced Rock does not sell any financial products, focusing instead on transparent and high-quality advice. We always act as a fiduciary for our clients, with the highest ethical standards in the industry. Our customized low-cost and tax-efficient investment strategies can incorporate values-based selection criteria. There are no account minimums and we always offer free introductory consultations.
Categories
Hours of Operation
Monday
9:00 AM - 5:00 PM
Tuesday
9:00 AM - 5:00 PM
Wednesday
9:00 AM - 5:00 PM
Thursday
9:00 AM - 5:00 PM
Friday
9:00 AM - 5:00 PM
Languages Spoken
English
Payment Options
MasterCard, Visa, American Express, Cash