Balanced Financial Inc

May 2023

Initially met Greg at his seminar on Social Security benefits and was impressed with his professionalism and knowledge. Subsequently, involved him in my retirement planning and he was fantastic. Greg is great with explaining the numbers and the technical aspects of financial planning. If you are looking for someone with patience and expertise, Greg is your man.

May 2023

This is a very responsive company. They are always available to answer my questions and they explain things clearly. I recommend them for your financial needs. I enjoy my interactions with this group which is an added bonus.Thomas Newton, MD

Apr 2023

Greg & Paula were very kind and welcoming. Greg told me what I needed to hear to start gaining control of my finances and set me on a mission. I put off the call for too long and would definitely recommend anyone else to pick up the phone who’s looking for guidance. Looking forward to the next phase of coaching from Greg.