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Balanced Asset Management

  • Investment Service
  • Westlake, OH
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About this business

FinanceFinancial ServicesInvestingInvestment Service

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. ... read more

Location details

1991 Crocker Road, Westlake, OH, 44145, United States

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5.04 reviews
Roger Waleri's profile image
Roger Waleri 
7 years ago

Gary and his team are second to NONE! I trust him with making the decisions that need to be made regarding my money. Keep up the great work! 

Peter Catanese's profile image
Peter Catanese 
5 years ago

Jeff and his team truly care about their clients...investment specialists and really nice people! 

Sue Allen's profile image
Sue Allen 
4 years ago
Cathie Jacobs's profile image
Cathie Jacobs 
4 years ago
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Frequently asked questions about Balanced Asset Management

How is Balanced Asset Management rated?

Balanced Asset Management has a 5 star rating with 4 reviews. 

When is Balanced Asset Management open?

Balanced Asset Management might be open. It requires an appointment.