Balanced Rock Investment Advisors

(617) 971-8323
4238 Washington St., Suite 311, Boston, Massachusetts, 02131

Business hours

Monday 9:00am to 5:00pm
Tuesday 9:00am to 5:00pm
Wednesday 9:00am to 5:00pm
Thursday 9:00am to 5:00pm
Friday 9:00am to 5:00pm
Saturday Closed
Sunday Closed

About us

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.

Payment options American Express, Cash, Visa, Mastercard
Year established 2011
Languages en_US
Tags Financial planner,Investment Advisor,Investment advice

Reviews


No reviews yet. Be the first to write a review!