PITTSFIELD, Mass. — Balance Rock Investment Group has found a new home in the former White Horse Inn.

 

The firm is celebrating its 20th year. It was established by David Milligan in 1998 as Colt Investment Services, and purchased the South Street location earlier this year. The firm specializes in retirement income strategies.

 

In 2011, the investment group opened new offices on Elm Street and the client base has continued to grow. Now, it needed a larger location and found the White Horse Inn at 378 South Street in the spring of 2018. After a renovation to the structure, the staff moved there in late July.

 

"This is an exciting time for Balance Rock Investment Group," said Milligan. "This anniversary and move are both a testament to the trust that our clients have placed in us, and to the strong future that we will have together."

 

Through Balance Rock Investment Group's agreement with LPL Financial, clients have access to a variety of financial products and services, including professional money management, retirement income planning, stocks, bonds, mutual funds, annuities, IRAs, REIT's, 529 college savings plans and much more.  

 

LPL Finance is a national, publicly traded company. It offers an array of investment products.

 

The White Horse Inn was built in 1906 and has served as a bed and breakfast since the 1950s. It was most recently owned by the McGovern family.