Balance Wealth

Worthington, Ohio

5.0 (27 reviews)
Call (800) 551-7787 Visit website →

About

Balance Wealth, based in Worthington, Ohio, was founded by Bob Gavlak and offers financial planning, retirement planning, estate planning, and investment management services. The firm's approach centers on understanding clients' personal values and life circumstances, addressing transitions such as career changes, family building, and retirement. The team includes Bob Gavlak, Tim, and Ryan, and evaluates clients' financial situations to provide guidance on planning and investment strategy.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-4PM, Tuesday: 9AM-4PM, Wednesday: 9AM-4PM, Thursday: 9AM-4PM, Friday: 9AM-4PM, Saturday: Closed
SEC registered
No
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