What are the opening hours?

Monday 8am - 4:30pm Tuesday 8am - 4:30pm Wednesday 8am - 4:30pm Thursday 8am - 4:30pm Friday 8am - 4:30pm

Balance Rock Investment Group

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United States
Pittsfield, MA
Balance Rock Investment Group

Balance Rock Investment Group Balanced Approach...Rock Solid Advice

We help you to achieve balance through careful planning. PREPARE. DISCUSS. MONITOR.

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. 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. A WELL-BALANCED PROCESS

We carefully balance five steps that comprise your retirement planning process, giving equal weight to each:

ANALYZE. We gather information and carefully evaluate your current personal and financial profile. We assemble a comprehensive financial program designed to meet your specific needs. We develop a selection of different strategies and offer recommendations as to which are best suited for you. We remain in contact with you, carefully monitoring your plan's performance and making adjustments as needed. DELIVERING UNBIASED OPPORTUNITIES

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. OFFERING PERSONAL, RESPONSIVE SERVICE

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. OUR PRODUCTS AND SERVICES

We specialize in investment management, retirement income planning and education planning, with a comprehensive suit of products and services. Investment Management
• Mutual funds
• Stocks and bonds
• REITs
• Variable and fixed annuities
• Alternative investments strategies
• Exchange traded funds

Retirement Planning
• Traditional and Roth IRAs
• Employer-sponsored retirement plans
• Tax reduction strategies

Education Planning
• Education funding strategies
• 529 college savings plans

INDEPENDENCE POWERED BY LPL FINANCIAL

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. Securities offered through LPL Financial, Member FINRA/SIPC
www.finra.org www.sipc.org

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. For a list of state in which we are registered to do business, please visit www.balance-rock.com

12/24/2024

Always a great time at our holiday team lunch!

From all of us at Balance Rock Investment Group, we wish you a joyous and safe holiday season and prosperous New Year 🌟

10/31/2024

Trick or treat! Happy Halloween from this fun crew ✌️😸🐻

01/02/2024

Happy New Year from the Balance Rock team! We wish you a safe, prosperous, and fulfilling 2024.

12/20/2023

Kelly and Meg looking like naturals while recording our annual holiday greeting this week😎 Listen in to Live 95.9 to catch our message!

10/31/2023

All treats, no tricks! Happy Halloween 🤠🧚‍♀️✌️

10/10/2023

Have you met Lia, our new Client Services Administrator!
Please join us in officially welcoming Lia to the Balance Rock team, and make sure to say hello next time you come by the office!

Read the announcement in The Berkshire Edge: https://bit.ly/3RYVWBX

09/09/2023

The sun showed up for Shred Day 2023☀️ Thanks to everyone that came out this morning and to our friends at Valley Green Shredding, LLC for helping us shred through 11 full bins!

08/21/2023

California dreaming...
Michelle and Meg had a great time at Focus, LPL Financial's flagship annual conference, in San Diego earlier this month!

06/08/2023

Join us in applauding our recent graduate! Joe earned his degree in interdisciplinary studies with a concentration in accounting and finance from the University Without Walls at UMass Amherst. Congratulations, Joe! 🎓🎉👏

11/04/2022

Please join us in congratulating Meg, now Senior Client Services Administrator!

PITTSFIELD, Mass. — Balance Rock Investment Group has promoted Megan Geary to a new position on its financial services team. Geary is part of a team that includes two...

Address

378 South Street
Pittsfield, MA
01201

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8am - 4:30pm
Thursday	8am - 4:30pm
Friday	8am - 4:30pm

Website

http://www.Balance-Rock.com/

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