Balanced Financial Inc

Jul 2023

Greg was able to give me the best insight I have had on Social Security strategies for myself. He also discussed other financial issues with me that have helped me feel more secure throughout retirement. His patience and ability to answer every question at an understandable level was greatly appreciated.

Jun 2023

I was really impressed with the services I received from Greg Anderson at Balanced Financial. I asked him to evaluate the current IRA contract I had which took him a lot of time to research. He then compared it with different Fixed Indexed Annuities (FIA) he had to offer. He did an excellent job of explaining FIAs and ones he recommends for my situation and desire to leave an inheritance for my kids. I didn't find FIAs easy to understand at first so I'm thankful he is a really good teacher! He was very patient since it took me a while to get it. He had some good power point type slides and illustrations that helped a lot. I ended up switching to one of the FIAs he recommended....read full review

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.