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Awards & Partners

Balance Wealth Advisors Providence Formerly Veasey Financial Advisors

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88.20  Rating Score™
Finance, Financial Advisers, Investment Services
7:15AM - 7:15AM ▾

Of 49 ratings posted on 3 verified review sites, Balance Wealth Advisors Providence formerly Veasey Financial Advisors has an average rating of 5.00 stars. This earns a Rating Score™ of 88.20.

As an independent and privately owned boutique, we develop personalized financial advice and custom investment strategies. Our advisors work with you to determine your risk tolerance and to develop a financial plan that allows you to experience financial confidence now and in retirement. Meeting with one of our advisors is an important first step to securing your financial freedom. We take the time to understand the financial concerns that our clients carry with them. The combined knowledge and experience of our advisors will provide understandable solutions that address all types of financial needs through all phases of our clients' financial lives. Our mission is to provide advice that will reflect your personal dreams and goals.

Top Rated Local® Business in Rhode Island, Financial Advisers (#1 in 2019)

Top Rated Local® Business in Rhode Island, Financial Advisers (#1 in 2020)

Top Rated Local® Business in Rhode Island (#87 in 2020)

Top Rated Local® Business in Rhode Island (#54 in 2021)

Top Rated Local® Business in Rhode Island, Financial Advisers (#1 in 2021)

Top Rated Local® Business in Rhode Island, Financial Advisers (#1 in 2022)

Top Rated Local® Business in Rhode Island, Financial Advisers (#1 in 2023)

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5 Total Reviews
5.0
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5 reviews | 5 average
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google.com
43 reviews | 5 average
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5 ratings & reviews posted directly on Top Rated Local®

Quality
5.0
Value
5.0
Timeliness
5.0
Experience
5.0
Satisfaction
5.0
OVERALL
5.0
Showing 1-5 of 5 items.

1 review

David Allen is a consummate professional and I trust him and his team with my portfolio.

1 review

The Balance Wealth Advisors Providence location is amazing. It’s easily accessible and has an incredible view of the water right behind the building. I’ve been working here as an intern for a month now, and it has been a great learning experience. The staff is so knowledgeable and they pass that information on to their clients in many forms to keep them as up to date as possible.

3 reviews

The staff at the BWA Providence office is very knowledgeable and goes above and beyond when it comes to customer service. They're work ethic is truly unmatched. Not to mention the office is clean, welcoming, and easily accessible to anyone.

1 review

Barrett and David make a great team. In and out in and hour.

Reply from business

Thank you for the review. We appreciate it when people take the time to say nice things about us.

5 reviews

Great people, ongoing advice and investment management, integrated technology and convenient location. Barrett and Amy take great care of people.

Reply from business

Thank you for your review. We appreciate it when people take the time to say nice things about us.