Balance Rock Team Member Promoted Investment Group
PITTSFIELD, Mass. — Balance Rock Investment Group has promoted Megan Geary to a new position on its financial services team.
Geary is part of a team that includes two financial advisors and six support staff dedicated to providing an array of financial products and services that best serve their clients' needs.
Megan Geary joined the Balance Rock team in 2019 as a Client Services Administrator and has been promoted to Senior Client Services Administrator.
While continuing to provide administrative support to the advisors, Geary takes on additional client services responsibilities, including client reports and scheduling meetings with preferred staff. She will also continue to process account openings and closings, maintain client information, process Qualified Plans, and work with outside representatives and business professionals to coordinate clients' specific needs as they arise, providing a comprehensive service to all Balance Rock Investment Group clients.
"Whether you're planning for your retirement or your children's education, we understand the vital importance of tailoring financial products and services to address the needs and wants of our clients. That is what comprehensive guidance and planning is all about offering the most appropriate and competitive investment alternatives especially designed to help our clients reach their financial goals," said Dave Milligan, President of Balance Rock Investment Group. "This
promotion will allow us to continue and enhance our efforts in providing the highest level of service possible to our growing base of trusted clients."