Broker Check

Company Name - City, State

1991 Crocker Road
Suite 400
Westlake, OH 44145

Call Us: 440-925-3040

Your Team

Jeff Meissner

Founding Partner, Wealth Advisor, CFP®

440-925-3040

440-925-3041

Jeff began serving clients with IDS/American Express in 1985 and soon became an independent advisor so he could offer clients not just 26 investment products, but over 10,000. Balanced Asset Management was born in 1989. As much a...

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Don Qualters

Partner, Wealth Advisor

440-925-3040

440-925-3041

Don currently holds the Series 7, 63 and 65 Registrations as well as the Ohio Life, Health and Variable Annuity Licenses. With over 18 years of experience in the financial services industry, Don works closely with clients in the areas...

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Amy Tanski

Senior Planning Assistant

440-925-3040

440-925-3041

Amy began her financial career in banking at Northern Savings. After spending several years in banking, she entered the investment world as an administrator with an investment firm in Fairview Park. While there she earned her Series 7...

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