Providing customized services for discerning clients
Your Team
Chuck, Mike and Gregg Ballou all have multiple decades of experience in financial services and personal wealth management with Chuck starting in 1972 and Mike and Gregg in the 1990s. All three have earned the CERTIFIED FINANCIAL PLANNER™ certification. The purpose of Ballou family is helping other families in the mentoring and counsel of their personal wealth management needs.
This is a process that had its beginnings in 1972 and as independent advisors since 1985. We are confident that we can share and communicate concepts that you may have not heard or seen before.
Furthermore, the common response we receive back from clients, upon hearing the concepts, is “that makes sense.”
Therefore if you have questions or issues regarding wealth management we invite you to a conversation that will make sense for you.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
