Balance Wealth Advisors

Write a Review781-772-2450

OPEN NOW - Closes at 8:00pm

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.

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. I really don't have enough kind words to say about BWA.

Great people and work environment

I am very glad to have the opportunity to intern at Balance Wealth Advisors. They are a very friendly, close-knit community. Within the first few weeks, they have brought me into the team and provided me with a lot of resources to learn about the business and financial advisory in general. Looking forward to learning and growing a lot more in the near future!

I have been interning here at Balance Wealth Advisors for a couple weeks now, and it has been a great place to work! The team here at BWA is great at walking me through what is going on, as they do with their clients, and they make very complex ideas seem simple to those of us who don't speak the financial lingo! I've also been welcomed with open arms here, as are the clients, and the team really tries to form more than just a professional relationship with these people, they care about the well being of their clients, and that has stuck out to me the most in my short time here thus far.

Balance Wealth Advisor has been a great place to intern at. They have an incredible staff that has made me feel welcomed, and has helped me with any questions I have had.

Working for Balance Wealth Advisors I have seen first hand the commitment they have to their clients. This learning environment is filled with friendly, helpful, and knowledgeable people. They are an innovative company that I would suggest to anyone.

As an intern at Balance Wealth Advisors I have quickly been able to learn about the wealth management industry and it has been an amazing experience. It is clear to see that everyone on the team here is dedicated to helping clients reach their financial goals and I would recommend them to anyone either looking to gain work experience or in need of financial advice.

David, Leo, Hunter and Amy 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!

I am a junior at Bentley University currently working as an intern to gain business world experience before making my way into working full-time. In this fast-paced, competitive work environment I have learned very quickly through training and hands-on projects. This motivated team has done a great job in making me feel like a part of the team right out of the gate. I recommend Balance Wealth Advisors to any potential employees who are looking for an enjoyable, yet success-driven place to work. As well as potential clients who are looking for first-class customer service.

I have enjoyed a fantastic long term relationship with BWA. Love the office, both beautiful and in a very convenient location. Always get top notch help from everyone in office, from support staff to advisors. Service is phenomenal and they utilize great technology to make everything easy. Highly recommend to anyone looking for great advice!

I cannot speak highly enough in regards to the team at Balance Wealth Advisors. From the very first meeting, they set the expectations and boy do they deliver. If you are looking for outstanding advice with some of the best technology I have ever used, this is the team for you. David sets the bar high, but everyone follow suit!

As an intern, I am exposed to real-world experiences everyday. Whether I'm sitting in on meetings with clients, wholesalers, or the team itself, I am always given opportunities to learn from an ambitious workforce, in an environment that it is comfortable. I highly recommend interning here for anyone seeking a career in any business department. It will be worth your time.

Balance Wealth is a great organization to work with. I have been using David and Barrett to assist my clients for years and they always treat them as a friend not just a client.

Great people, investment management and technology. Convenient location close to 128, Route 9 and Route 16.