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Balanced Rock Investment Advisors
- Financial Services
- Boston, MA
About this business
A local and independent Fee-Only Financial Advisor, offering financial planning and wealth management services. Whatever your financial, investment, or retirement needs, we can help. We don't sell any financial products, and are instead only paid directly by our clients. Because of this, our interests are aligned with yours. We are always a Fiduciary for our Clients, which means we must act in your best interest. Our Values+Value service provides personalized sustainable and socially responsible investment portfolios include... read more
Location details
1408 Centre St, Ste 1, Boston, MA, 02131, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Recommended
I like the approach to providing financial advice, using a fee paid structure. I also think that they use a good approach to values investing, whether the emphasis is sustainability in order to protect the environment, or faith based values.
I think using a fee only financial advisor makes a lot of sense. That way, the advice given will be focused on me and my financial plan rather than suffer from the distraction of possible commissions for the financial advisor. Plus I like the fact that Balanced Rock has developed a niche in values investing, and for me faith based investing.
Frequently asked questions about Balanced Rock Investment Advisors
How is Balanced Rock Investment Advisors rated?
Balanced Rock Investment Advisors has a 4.8 star rating with 10 reviews.
When is Balanced Rock Investment Advisors open?
Balanced Rock Investment Advisors is closed now. It will open at 9:00 a.m.
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