Find a business

        Saved to Favorites

        (401) 383-1500Visit WebsiteMap & Directions559 S Water StProvidence, RI 02903Write a Review

        More Info

        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.
        Email
        Extra Phones

        Phone: (401) 383-9887

        Other Link

        http://www.balancewealthadvisor.com

        Other Emails

        Categories
        Financial Planning Consultants, Financial Planners, Financial Services, Investment Securities, Investments

        Reviews

        Hi there!
        Rate this business!
        What do you rate this business?First-classBetter than mostAbout what I expectedNot the worst...Disappointing
        Click to Rate
        KH
        Kierin H.

        09/03/2020

        Overall
        Expertise
        Professionalism

        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!

        Helpful(0)Flag
        CR
        Chris R.

        01/21/2020

        Overall

        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.

        claimed iconBusiness Response01/25/2020

        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.

        This listing has been claimed by a business representative.
        Helpful(1)Flag
        BC
        Barrett C.

        11/14/2019

        Overall
        Expertise
        Professionalism

        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!

        claimed iconBusiness Response01/25/2020

        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.

        This listing has been claimed by a business representative.
        Helpful(1)Flag
        David A.

        07/16/2019

        Overall
        Expertise
        Professionalism

        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.

        claimed iconBusiness Response07/16/2019

        Thank you for taking the time to do a review.

        This listing has been claimed by a business representative.
        Helpful(0)Flag

        Details

        Phone: (401) 383-1500

        Address: 559 S Water St, Providence, RI 02903

        Website: http://www.balancewealthadvisor.com

        People Also Viewed