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      Balanced Asset Management

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      Retirement Planning Services, Banks, Financial Planning Consultants

      1991 Crocker Rd, Westlake, OH 44145

      440-925-3040

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      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.
      Hours
      Regular Hours
      Mon - Fri:
      Categories
      Retirement Planning Services, Banks, Financial Planning Consultants
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      Location
      Gemini Tower I
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