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Financial Strategies and advice to help simplify your life.
- General Info
- Bob partnered with Balance Wealth in 2017 to strengthen the business as he prepared for his retirement. He said he appreciated the firm’s approach in building relationships with clients and providing personalized advice to them. He also values Balance Wealth’s commitment to caring for existing clients while growing the Rhode Island client base.
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Phone: (401) 383-9887
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Reviews
09/03/2020
I have been an intern here at Balance Wealth Advisors for only a couple of weeks now and I have already learned so much. This team of advisors takes great care of their clients, working on an individual basis with each of them to come of with the best plan possible for them. The office in Providence is centrally located and easy to find, and it's right on the water too!
01/21/2020
I have working with David and Barrett to assist my clients for years and they always treat them as a friend not just a client. They are professional and take the time to understand and focus on a persons individual situation.
Thank you for taking the time to do a review for our business. We appreciate it when people say nice things about us. If you are on FB please "Like" our business page as well.
11/14/2019
Barrett, Amy and David take great care of us. Location is convenient, they work with my other advisors to make sure that my needs are met with a specific plan and everyone is on the same page. Technology is great!
Thank you for taking the time to do a review for our business. We appreciate it when people say nice things about us. If you are on FB please "Like" our business page as well.
07/16/2019
Barrett and Amy take great care of clients. The office is convenient with parking in front of the office and on Pike Street. Close to 195.
Thank you for taking the time to do a review.
Details
Phone: (401) 383-1500
Address: 559 S Water St, Providence, RI 02903
Website: http://www.balancewealthadvisor.com
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