Balanced Rock Investment Advisors

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Description

  • Balanced Rock Investment Advisors is an independent mission-driven financial advisor offering fee-only wealth management and financial planning services to people and organizations of all kinds. Balanced Rock always acts as a fiduciary for our clients and does not sell any financial products. Balanced Rock provides customized low-cost and tax-efficient investment strategies that can incorporate values-based selection criteria including environmental, social and governance (ESG) factors. There are no account minimums, and we always offer free introductory meetings. You can set one up online directly through our website, call, or email.
  • location

    Headquarters:252 Roslindale Avenue , Roslindale, Massachusetts, United States

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  • Balanced Rock Investment Advisors phone

    Phone Number: +1 617-971-8323

  • Balanced Rock Investment Advisors website

    Website: https://www.balancedrockinvestmentadvisors.com

  • Balanced Rock Investment Advisors employees

    Employees:4

  • Balanced Rock Investment Advisors revenue

    Revenue:$0 - 1M

  • Balanced Rock Investment Advisors legal name

    Legal Name:Balanced Rock Investment Advisors

  • Balanced Rock Investment Advisors's Social Media

    Balanced Rock Investment Advisors linkedin Balanced Rock Investment Advisors facebook Balanced Rock Investment Advisors twitter
  • done Is this data correct?
  • |  NAICS Code: 523920  |

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Person level website identification

President And Wealth Manager for Balanced Rock Investment Advisors

Dan Flannery

President And Wealth Manager

Person level website visitor identification

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View Employees

Dan Flannery

President And Wealth Manager

Frequently Asked Questions regarding Balanced Rock Investment Advisors

  • Where are Balanced Rock Investment Advisors's Headquarters?

    Balanced Rock Investment Advisors's Headquarters are in 252 Roslindale Avenue ,Roslindale,Massachusetts,United States

  • What is Balanced Rock Investment Advisors's phone number?

    Balanced Rock Investment Advisors's phone number is +1 617-971-8323

  • What is Balanced Rock Investment Advisors's official website?

    Balanced Rock Investment Advisors's official website is https://www.balancedrockinvestmentadvisors.com

  • What is Balanced Rock Investment Advisors's Revenue?

    Balanced Rock Investment Advisors's revenue is $0 - 1M

  • What is Balanced Rock Investment Advisors's NAICS code?

    Balanced Rock Investment Advisors's NAICS code is 523920

  • How many employees are working in Balanced Rock Investment Advisors

    Balanced Rock Investment Advisors has 4 employees

  • What is Balanced Rock Investment Advisors's Industry?

    Balanced Rock Investment Advisors is in the industry of Financial Services

  • Who is Balanced Rock Investment Advisors's President And Wealth Manager?

    Balanced Rock Investment Advisors's President And Wealth Manager is Dan Flannery

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