Find a business

        More Info

        General Info
        Balanced Asset Management is a fee based financial services firm specializing in family and small business wealth management. Our goal is to protect life savings and investments while creating opportunities to grow assets during times of economic upturns, using our Active Strategies. These investment strategies were conceived in the year 2000 after the economic downturn. We created five strategies for investors to suit various life goals: Conservative Active, Active IRA, Tax Aware Active, Active Plus and Alternative Active. We are currently licensed in 27 states including Ohio, Arizona, and Florida. We add licenses based on our clientsâ?? needs, for instance relocation for jobs or retirement.
        Payment method
        amex, cash, debit, discover, master card, visa
        Location
        Gemini Tower I
        Other Link

        website

        Categories
        Retirement Planning Services, Banks, Financial Planning Consultants

        Reviews

        Hi there!
        Be the first to review!
        What do you rate this business?First-classBetter than mostAbout what I expectedNot the worst...Disappointing
        Click to Rate

        Details

        Phone: (440) 925-3040

        Address: 1991 Crocker Rd, Westlake, OH 44145

        Website: website

        People Also Viewed