Our goal is to protect life savings and investments while creating opportunities to grow assets during times of economic upturns, using our Active Strategies. These investment strategies were conceived in the year 2000 after the economic downturn by founder, Jeff Meissner. We created three strategies for investors to suit various life goals. Active, Conservative Active, and Active Plus. We are currently licensed in 32 states including Ohio, Arizona, and Florida. We add licenses based on our clients' needs, for instance relocation for jobs or retirement. We can help you in most things financial and would love to hear your story. Investment Planning
View Top Employees from Balanced Asset ManagementWebsite | http://www.balancedassetmanagement.com |
Revenue | $23 million |
Employees | View employees |
Address | 1991 Crocker Rd, Ste 100, Westlake, Ohio 44145, US |
Phone | (440) 925-3040 |
Fax | (440) 925-3041 |
Industry | Finance General, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular Balanced Asset Management employee's phone or email?
The Balanced Asset Management annual revenue was $23 million in 2024.
Balanced Asset Management is based in Westlake, Ohio.
The NAICS codes for Balanced Asset Management are [52393, 52, 523, 5239].
The SIC codes for Balanced Asset Management are [62, 628].