Balanced Asset Management
- Address
- 1991 Crocker Road
- Place
- Westlake , OH 44145
- Mobile
- (440) 925-3040
- Website
- www.balancedassetmanagement.com
Description
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 clients’ needs, for instance relocation for jobs or retirement.
Balanced Asset Management can be found at 1991 Crocker Road . The following is offered: Financial Planning - In Westlake there are 2 other Financial Planning. An overview can be found here.
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