Balfour Capital Email Formats
Investment Management • 
Rochester, New York, United States • 1-10 Employees
Key Contact at Balfour Capital
Ziad Wehbe
Managing Director
Company overview
| Headquarters | 10 Highland Heights, Rochester, New York 14618, US |
| Websites | |
| NAICS | 5231 |
| Keywords | Investment Management, Retirement Plan Consulting, 401K Plans, Socially Responsible Investing, Wealth Advisory, Sep Ira, Cash Balance Plans, Adviser Managed Portfolios, Individual 401K Plans, Tax Managed Accounts |
| Employees | 1-10 |
| Socials |
About Balfour Capital
We help self-employed individuals, entrepreneurs & small business owners establish & manage successful retirement plans designed to maximize retirement contributions while minimizing current tax liabilities. We focus on smaller company plans ranging from 1 participant (Self-employed) to 100 participants. We also feature self-directed managed participant accounts utilizing model portfolios customized based on each participant's retirement goals & risk appetite.
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Total employees: 1-10
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Balfour Capital has 1 employees across 1 departments.
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Balfour Capital has never raised funding before.
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