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    Balanced Rock Investment Advisors

    5.0 (1 review)
    Open 9:00 am - 6:00 pm

    Services - Balanced Rock Investment Advisors

    Investment management

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    8 months ago

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    Arborview Realty - Staged living room with new painting and lighting fixtures

    Arborview Realty

    (91 reviews)

    Jamaica Plain

    My partner and I have been working with Arborview Realty - Nate, Christian, and Meredith - for…read moreseveral years through the buying and selling of two JP homes now, and I couldn't imagine a better team of people to help guide us through the process. After our most recent purchase of a single family home that Nate skillfully helped us navigate, he then helped us sell our condo. When I say he worked some serious magic, I mean it. Nate was able to help us get our place ready to sell in a three week timeframe, host a weekend of open houses while we were on vacation in FL, and then coordinate the offer that came through three days later. Nate's knowledge, attention to detail, honesty, and wonderful communication style make him a joy to work with. He always handles (what I consider) a very stressful and fast moving process with ease, professionalism, care, and always steered us with our best interest in mind. Working with Nate was a pleasure, and I know that if/when I ever need to move again I'll be reaching out to Nate!

    Arborway Realty was fantastic to work with; we found them to be honest and straight forward about…read moreevery aspect of the experience. Their ability to pull together a team (Manager, Painters, Cleaner, Mason, Inspector) got our JP Condo on the market as fast as possible in the Spring of 22; truly incredible efficiency in building prep. Christian's market knowledge was very helpful in evaluating the offers and closing in a rapidly changing market. We chose to work with Nate for the subsequnt purchase of a 2-Family in Roslindale and the experience was equally positive. Nate invested significant time and effort helping us eventually find and then evaluate opportunity in the house we chose. Because the house was a fixer upper with significant work to be done, Christian, a licensed builder, provided incredibly helpful insight into the cost and the nature of the work necessary to bring the house up to date. Since closing, both he and Nate, continue to be very helpful as the renovations get under way. I provide a very high level of service to my clients and I expect that from other professionals. I was not disappointed. If you are ready to brave the Boston RE Market, you won't find a better team to back you.

    Buyers Brokers Only - Happy repeat clients who bought in Maynard, MA after buying their first home in Stoneham, MA.

    Buyers Brokers Only

    (159 reviews)

    Rich Rosa was fantastic. My wife and I were searching for a north-of-Boston home while living on…read morethe West Coast and Rich made the process SO much easier. 1) Great communicator with excellent attention to detail 2) Great at anticipating questions and getting you in touch with good professionals for different parts of process (home inspectors, RE lawyers etc) and helping you find a good one. 3) Great at raising questions that a home listing won't tell you (what is the home near/not near? busy street?) 4) He's not just firing his own ideas at you, he listens and works with what YOU want. If you're an engineer type like me, he'll give you a spreadsheet market analysis, if you are are more mood and feel, he will speak to that. 5) Great negotiator 6) Super punctual and responsive, we pulled off a 30-day closing window which wouldn't have been possible w/o Rich's professionalism I could go on. So glad we found him.

    Rich was a great agent as he helped us buy our first house! He helped us navigate the process from…read morestart to finish. He was very thorough when looking at houses with us and pointed out things to look out for that we would have otherwise missed. He worked diligently on our behalf from the time we hired him as our agent through closing. In that time we saw quite a few houses and made several offers, but not once did we ever feel pressured by Rich - he very much works for his clients and is not at all pushy, which we sincerely appreciated! I would recommend Rich to anyone looking to buy a home in Greater Boston!

    Dimov Associates - George Dimov, C.P.A.

    Dimov Associates

    (83 reviews)

    Back Bay

    Got my refund for 2025 through Dimov. They are responsive to your messages, I would recommend the…read moreservice.

    If I could give ZERO stars, I would…read more First of all, this address is wrong- they DO NOT have an office in Boston. Secondly, DO NOT TRUST THEM. I truly have no words for the service we got (but also I won't shut up about it bc if I can save someone else the hassle, I will). We hired a CPA this year bc of some issues with our state tax withholding due to moving across states. 1) From the get go, I felt funny about them because I knew there were certain info that would be needed (but they didn't take it even when I offered). Due to a HR mishap with my job, my state taxes were taken from NY (and not from MA). They never asked for more specific info (pay stubs for example) to rectify the taxes. I repeatedly asked the person assigned to us to reiterate the issue to us so that we knew she understood what needed to be fixed, and she couldn't. But they have such good reviews, so I should trust the right?! 2) Due to the move, my husband had two W-2's- one from NY and one from MA. We accidentally forgot to upload the NY W-2 (that's on us). BUT instead of asking for it, they counted the MA W-2 for NY as well. The outcome was that we now owe thousands in taxes due to the income being counted twice! 3) AND FOR THE CHERRY ON TOP- THEY FILED WITHOUT OUR CONSENT. The wrong version, where we owe thousands. And then didn't tell us. We only found out bc we got a letter from the IRS. And then they took their sweet time responding to us about amending, not that we trust them to even do the amendment correctly. And when we requested a refund, they refused and instead offered money off our next service- AS IF. We had to file fraud via our credit card and point out that what they did was ILLEGAL to get our money back.

    Balanced Rock Investment Advisors - investing - Updated August 2026

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