Reviews for Balanced Financial Inc

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  • Sep 2025

    Balanced Financial Inc. is known for its helpful and knowledgeable service, particularly from the resident financial expert, Greg. Clients appreciate Greg's ability to explain complex financial concepts in simple terms, especially regarding retirement planning and investment growth. He takes the time to answer questions and explore various scenarios, making clients feel prepared and confident in their financial decisions. Many highly recommend Greg's courteous and trustworthy advice. Clients have praised Greg's clarity in presenting retirement options, going beyond just the details of their pensions. He brings all the variables together, helping clients feel confident in their decision to start the retirement process, even years earlier than they had anticipated. Clients have also expressed gratitude for Greg's clear outline of pensions, insurance, and annuities, which has left them confident in their choices, with some even able to retire years earlier than planned.

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Hours

Monday: 9AM - 6PM
Tuesday: 9AM - 6PM
Wednesday: 9AM - 6PM
Thursday: 9AM - 6PM
Friday: 9AM - 6PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5 BBB BBB: A+

Map & Location

3711 John F Kennedy Pkwy #230, Fort Collins

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