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Balance Investment ServicesFinancial advisor in Clive, IA

Balance Investment Services is a financial advisor at 12035 University Ave Ste 101, 1st Floor, Clive, IA 50325, rated 5.0 from 2 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

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Key facts

Key facts about Balance Investment Services
Address12035 University Ave Ste 101, 1st Floor, Clive, IA 50325Get directions
Phone(515) 518-4010
Websitebalanceis.com
Google rating5.0 from 2 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Investment AdvisorsGoogle main category

Service area

Serves Clive and 10 towns within 25 miles: West Des Moines, Urbandale, Waukee, Grimes, Johnston, Des Moines, Norwalk, Ankeny, Altoona and Indianola.

Based in Clive, IAView on map

Questions about Balance Investment Services

What areas does Balance Investment Services serve?

Serves Clive and 10 towns within 25 miles: West Des Moines, Urbandale, Waukee, Grimes, Johnston, Des Moines, Norwalk, Ankeny, Altoona and Indianola. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Balance Investment Services?

Balance Investment Services has a rating of 5.0 from 2 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Balance Investment Services?

Call Balance Investment Services on (515) 518-4010. The business is at 12035 University Ave Ste 101, 1st Floor, Clive, IA 50325. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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