Balanced Investment
Finance · Iowa, United States · 1-10 Employees
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Overview
Headquarters
222 3rd Ave SE, Cedar Rapids, Iowa, 5240...Phone Number
(319) 409-1653Website
www.balancedinvest.comRevenue
<$5 MillionIndustry
About Balanced Investment
Balanced Investment Company is a financial advisory firm that focuses on providing clarity and strategic thinking in financial planning, retirement planning, investment management, and risk management. The company aims to help clients align their investments with their personal beliefs and long-term goals. Their services are designed for individuals seeking personalized financial guidance to navigate complexities and achieve their financial objectives. The team consists of experienced professionals dedicated to making a positive impact on clients' lives and their families.Explore more
Balanced Investment Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Balanced Investment
<$5M
1-10
Private
-
2012
DK
David KnutsonChartered Financial Consultant, Vice President of Strategy
Balanced Investment Tech Stack
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Balanced Investment Company is a financial advisory firm that focuses on providing clarity and strategic thinking in financial planning, retirement planning, investment management, and risk management. The company aims to help clients align their investments with their personal beliefs and long-term goals. Their services are designed for individual... Read More
