Review Balance Rock Investment Group In berkshire, massachusetts, united-states | Finance In Berkshire

1 Votes

1 Votes

Balance Rock Investment Group

Berkshire,

Massachusetts,United-states - 01201

Detailed description is Balance Rock Investment Group Balanced Approach...Rock Solid Advice.
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We help you to achieve balance through careful planning.
Our Commitment is to help you pursue your financial goals, plan for retirement, and successfully transfer wealth to your loved ones or establish a legacy..
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Before we start to formulate a retirement income plan for you, we get to know you personally.
We learn about your financial needs and financial objectives.
We discuss your current lifestyle you desire in the future.
We assess your risk tolerance and establish a realistic time horizon.
This is how we build an investment plan that is truly personalized..
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A WELL-BALANCED PROCESS.
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We carefully balance five steps that comprise your retirement planning process, giving equal weight to each:.
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ANALYZE.
We gather information and carefully evaluate your current personal and financial profile..
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PREPARE.
We assemble a comprehensive financial program designed to meet your specific needs..
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DISCUSS.
We develop a selection of different strategies and offer recommendations as to which are best suited for you..
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MONITOR.
We remain in contact with you, carefully monitoring your plan's performance and making adjustments as needed..
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DELIVERING UNBIASED OPPORTUNITIES.
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As an independent financial firm, we are under no obligation to recommend specific investment products.
We are only obligated to you-to keep your best interests in mind by seeking out objective approaches and information..
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OFFERING PERSONAL, RESPONSIVE SERVICE.
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The Balance Rock Investment Group team lives in our local community-we are your friends and neighbors.
Since 1998, we have been providing personalized financial services and retirement income planning to the region and are always accessible and at your service..
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OUR PRODUCTS AND SERVICES.
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We specialize in investment management, retirement income planning and education planning, with a comprehensive suit of products and services..
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Investment Management.
• Mutual funds.
• Stocks and bonds.
• REITs.
• Variable and fixed annuities.
• Alternative investments strategies.
• Exchange traded funds.
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Retirement Planning.
• Traditional and Roth IRAs.
• Employer-sponsored retirement plans.
• Tax reduction strategies.
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Education Planning.
• Education funding strategies.
• 529 college savings plans.
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INDEPENDENCE POWERED BY LPL FINANCIAL.
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Balance Rock Investment Group is backed by the resources of LPL Financial, The nation’s largest independent broker/dealer.
This relationship provides us with industry-leading, unbiased research and a comprehensive array of tools, resources and technology.
Because LPL Financial has no proprietary products to sell, we have the freedom to offer you objective financial guidance and investment recommendations..
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Securities offered through LPL Financial, Member FINRA/SIPC.
www.finra.org www.sipc.org .
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Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness..
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For a list of state in which we are registered to do business, please visit www.balance-rock.com

Established in the recent years Balance Rock Investment Group in berkshire , massachusetts in united-states.


This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.

Over the course of its journey , this business has establihed a firm hold in the [category].

The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day

Foods is provided with high quality and are pretty much the highlight in all the events in our lives.

Sweets and food are the ideal combination for any foodies to try and this Balance Rock Investment Group is famous for the same.

This has helped them build up a loyal customer base.

They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.

As they are located in favourable location , becomes the most wanted space for the tourist.

For any kind and assistance , it is better to contact them directly during their business hours.

Premises has a wide parking area and need to avail special permissions for parking.

Pets inside the premises are not allowed and require additional permission.

Cashless payments are available and extra charges for the credit cards are levid.

They are listed in many of the food delivery networks for home delivery with appropriate charges.

They accept cards , cash and other modes of payments

Tips are not actually encouraged but customers are willing to offer any benefit as needed.

There you can find the answers of the questions asked by some of our users about this property.

This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.

It is a effortless task in communiting to this establishment as there are various modes available to reach this location.

The establishment has flexible working timings for the employees and has good hygene maintained at all times.

They support bulk and party orders to support customers of all needs.

Qus: 1).what is the mode of payment accepted ?

Ans: Cash , Credit Card and Wallets

Qus: 2).What are the hours of operation ?

Ans: Open all days mostly from 9:30 to 8:30 and exceptions on Sundays. Call them before going to the location.

Qus: 3).Do they have online website?

Ans: Yes . They do have. Online website is - Click Here

Qus: 4).What is the Latitude & Longtitude Of the location?

Ans: Latitude of the location is 42.4442499 Longtitude of the location is - -73.24195

Qus: 5).What is the phone number Of the location?

Ans: Phone number of the location is - (413) 442-8190

Qus: 6).What is the email of the business?

Ans: Email address is - www.dave@balance-rock.com