Top Rated Local

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Awards & Partners

Balance Wealth Advisors

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98.00  Rating Score™
Finance, Financial Advisers, Investment Services
9AM - 7:30PM ▾

Of 187 ratings posted on 3 verified review sites, Balance Wealth Advisors has an average rating of 5.00 stars. This earns a Rating Score™ of 98.00.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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

Top Rated Local® Business in Massachusetts (#4 in 2019)

Top Rated Local® Business in Massachusetts (#2 in 2020)

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

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

Top Rated Local® Business in Massachusetts (#82 in 2022)

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

Top Rated Local® Business in Massachusetts (#78 in 2023)

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

RateRate WebsiteWebsite CallCall Now Directions Location
5
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18 Total Reviews
5.0
topratedlocal.com
18 reviews | 5 average
facebook.com
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google.com
168 reviews | 5 average
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18 ratings & reviews posted directly on Top Rated Local®

Quality
5.0
Value
5.0
Timeliness
5.0
Experience
4.9
Satisfaction
4.9
OVERALL
5.0
Showing 1-10 of 18 items.

1 review

Balance Wealth Advisors is a fantastic company. I was an intern there and learned many things along my journey so I owe this company a lot. Everyone at BWA is extremely helpful and always put their clients first. Both of their offices are also exceptionally clean and professional.

1 review

A great group of people to work with. An incredible place to intern at, and I've been given many opportunities to learn and have really enjoyed my time here. It's a great atmosphere to work in! They put huge amounts of care, attention, time, and work into each client and truly care about each client as an individual. Constantly going above and beyond for their clients.

1 review

As a recently hired intern, I have had nothing but good things to say about Balance Wealth Advisors. It is a team that stresses the importance of its clients and works with their best interests in mind. Beyond the quality work, it has been a very welcoming environment to work in where everyone is ready to help.

1 review

Verified
Quality work

3 reviews

The staff at Balance Wealth Advisors is very knowledgeable and dedicated when it comes to the successful financial future of all their clients. The balance between their dedication and customer service is unmatched.

1 review

Verified
I've been at Balance Wealth Advisors as an intern for a little over three weeks now. BWA is a great opportunity for anyone looking to gain valuable experience in the realm of finance. The staff is friendly and knowledgeable, the atmosphere is clean and welcoming, and there are always stimulating projects to complete.

1 review

Balance Wealth Advisors is a reliable, knowledgeable and extremely helpful place of business. As an intern, their guidance was very helpful in allowing me to learn more about the business word and I was able to see their fantastic client relations on a daily basis.

1 review

Great company and friendly staff!

1 review

Verified
The best Financial advice group

Reply from business

Thank you for taking the time to do a review for our company. still showing that you need to "verify" it by looking at an email they would have sent you...?

1 review

I am a junior at Bentley University and have been working at Balance Wealth Advisors as an intern for less than a year. In this position, I set out to gain real-life business world experience as I make my way into working full-time. I have quickly learned and experienced as much as I can ask for through training and hands-on projects. I recommend Balance Wealth Advisors to any potential employee looking for a motivated team as well as clients who wish to receive first-class customer service.

Reply from business

Thank you for taking the time to do a review for our company.