Rebalance

Rebalance

Financial Services, 4800 Hampden Ln, Bethesda, Maryland, 20814, United States, 11-50 Employees

rebalance360.com

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phone no Phone Number: +16*********

Who is REBALANCE

OUR PROMISE Rebalance manages your investments with some of the lowest fees in the industry. We can save you on average 45% to 72% in annual fees. And when it comes to saving and investin...

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  • 4800 Hampden Ln, Bethesda, Maryland, 20814, United States Headquarters: 4800 Hampden Ln, Bethesda, Maryland, 20814, United States
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $10 Million to $25 Million

industries-icon Industry: Financial Services

SIC SIC Code: 6211

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Rebalance Org Chart and Mapping

Employees

Sally Brandon

Senior Vice President, Client Service & Advice

Frances Martinez

Client Service Associate

Scott Puritz

Investment Committee Member | Financial Advisor | Retirement Planner

Sonja Breeding

Vice President Investment Advice

Lauren Simpson

Senior Director of Growth Marketing

Nicole Cervi-McKeever

Director of Retirement Services

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Frequently Asked Questions Regarding Rebalance

Answer: Rebalance's headquarters are located at 4800 Hampden Ln, Bethesda, Maryland, 20814, United States

Answer: Rebalance's phone number is +16*********

Answer: Rebalance's official website is https://rebalance360.com

Answer: Rebalance's revenue is $10 Million to $25 Million

Answer: Rebalance's SIC: 6211

Answer: Rebalance has 11-50 employees

Answer: Rebalance is in Financial Services

Answer: Rebalance contact info: Phone number: +16********* Website: https://rebalance360.com

Answer: OUR PROMISE Rebalance manages your investments with some of the lowest fees in the industry. We can save you on average 45% to 72% in annual fees. And when it comes to saving and investing, even small reductions in fees can make a big difference in the size of your nest egg. OUR PEOPLE Rebalance puts some of the brightest minds in the investment industry to work for you. Burt Malkiel, Charley Ellis, and Jay Vivian make up our Investment Committee and their world-renowned financial expertise informs every Rebalance portfolio. OUR PROCESS Every Rebalance account is a collection of globally diversified funds selected by our experts to work together as a balanced whole. Over forty years of research has shown that this type of balanced, diversified investing helps reduce risk and improve overall returns.

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