Reviews for Balanced Financial Inc

Dec 2023

Greg was incredibly helpful assisting me with my retirement accounts. He explained everything in very simple, easy to understand terms and I left feeling much more prepared, with a better grasp on my financials. Thank you for your help!
Dec 2023

Going into the meeting with Greg I had little to no knowledge about what to do in order to build the financial future that I wanted, but he sat me down and discussed a multitude of options that best fit my situation and now I feel confident in the next steps I need to take in order to reach my financial goals. Thank you Greg and Paula!
Oct 2023

I have about zero financial knowledge but Greg did a great job of explaining things to me in terms and with examples that I easily understood. Thanks for helping me make sense and changes to my investments.