Our Strategic Partners

Strategic Partners

At Balance Rock Investment Group, we have access to a team of experts—including attorneys, CPAs and insurance specialists—who can be relied upon should you need their expertise. Working along with these professional partners, we strive to address all of your financial needs. For your convenience, we can coordinate the activities of these professionals to guide you along the appropriate financial path as we develop your strategy or whenever your circumstances change.

We are also happy to work with your existing team of attorneys or tax advisors to coordinate strategies and ensure your best interests always come first.

Note: Representatives of Balance Rock Investment Group do not provide individual tax and legal advice.