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Balanced Asset ManagementFinancial advisor in Westlake, OH

Balanced Asset Management is a financial advisor at 1991 Crocker Rd Ste 100, Westlake, OH 44145, ranked #37 of 181 financial advisors in Westlake and rated 5.0 from 4 Google reviews. Open Monday to Friday.

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.

Westlake, OHUpdated 0 paid placements in any rankingHow we rank

Call (440) 925-3040Website ↗

Key facts

Key facts about Balanced Asset Management
Address1991 Crocker Rd Ste 100, Westlake, OH 44145Get directions
Phone(440) 925-3040
Websitebalancedassetmanagement.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Westlake and 11 towns within 25 miles: Bay Village, North Olmsted, Avon Center, Avon, Fairview Park, Avon Lake, Rocky River, North Ridgeville, Lakewood, Berea and Brook Park.

Based in Westlake, OHView on map

Opening hours

Opening hours for Balanced Asset Management
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Balanced Asset Management

How is Balanced Asset Management ranked in Westlake?

Balanced Asset Management is ranked #37 of 181 financial advisors in Westlake by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Balanced Asset Management’s hours?

Balanced Asset Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Balanced Asset Management serve?

Serves Westlake and 11 towns within 25 miles: Bay Village, North Olmsted, Avon Center, Avon, Fairview Park, Avon Lake, Rocky River, North Ridgeville, Lakewood, Berea and Brook Park. 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 Balanced Asset Management?

Balanced Asset Management has a rating of 5.0 from 4 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 Balanced Asset Management?

Call Balanced Asset Management on (440) 925-3040. The business is at 1991 Crocker Rd Ste 100, Westlake, OH 44145. 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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Compare nearby financial advisors

Balanced Asset Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Balanced Asset Management (this business)—665.0 (4)NoNo
Bankers Life#35664.8 (75)YesNo23.2 mi
Edward Jones - Financial Advisor: Dana A Banyasz, AAMS®#36665.0 (5)NoNo1.9 mi
KRI Partners#38665.0 (54)NoNo23.4 mi

See all 181 ranked financial advisors in Westlake