Balanced Rock Investment Advisors is a financial planning firm based in Roslindale, MA, offering simplified and affordable solutions for personal finance and responsible investing. With a focus on forethought, fairness, and respect, they prioritize financial planning, client values, and lower fees over flashy offices and commissions.
As a Fee-Only and Fiduciary-Only advisor, Balanced Rock does not sell financial products but provides unbiased advice, aligning their interests with their clients. They offer comprehensive financial planning services at an hourly rate and wealth management services with unlimited financial planning for clients with portfolios of varying sizes.
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