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Balance Financial Management

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Balance Financial Management Reviews

1.5

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(4 total reviews)

Reviews by job title

4 reviews
1.0
Jan 3, 2023

Unpredictable

Recommend
CEO approval
Business outlook

Pros

Working remotely with flexibility to work from anywhere

Cons

I worked for Balance for a little under a year. I always wondered why the average employee tenure was about 12 months. I soon learned why, management is unfriendly and demanding. Diana and Jaime show no respect for their employees, specially Jaime. It is as if, she has a lot of anger built up in her personal life and uses her employees to let it all out.

1.0
May 7, 2026

Owner beware!

Recommend
CEO approval
Business outlook

Pros

You get to work remotely.

Cons

It has become increasingly clear that there is a significant lack of respect shown toward the staff by the owner. The owner’s conduct suggests a disregard for the well-being and professional contributions of the employees, which is creating a distressing atmosphere for the team. I believe the current situation is unsustainable and has a negative impact on employee morale.

1.0
Oct 24, 2025

Poor Management

Recommend
CEO approval
Business outlook

Pros

Decent compensation and a good stepping stone.

Cons

I honestly wanted to give this review to explain to people how unwelcoming the staff here is. Diana is poor around the people who work for her, and shows little consideration for them. Everyone in the office just seems unhappy and angry. If you value relationship building and values within a company, I suggest you look elsewhere.

Viewing 1 - 3 of 4 Reviews

Glassdoor has 4 Balance Financial Management reviews submitted anonymously by Balance Financial Management employees. Read employee reviews and ratings on Glassdoor to decide if Balance Financial Management is right for you.