Reviews for Balanced Financial Inc
Write a reviewHours
Monday: 9AM - 6PM
Tuesday: 9AM - 6PM
Wednesday: 9AM - 6PM
Thursday: 9AM - 6PM
Friday: 9AM - 6PM
Saturday: ClosedSunday: Closed
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Balanced Financial Inc
3711 John F Kennedy Pkwy #230, Fort Collins
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Greg at Balanced Financial was extremely helpful with explaining his optimization report for my husband and I regarding Social Security and other ideas about income and growing investments. I really appreciated the time he took to make sure we (I especially) understood the terms and processes. He answered all our questions and showed us multiple "scenarios" and outcomes. It's a good feeling to have choices when planning for retirement!
Greg is always helpful , and goes above and beyond to help me! He has excellent advice, is very knowledgeable and always courteous! I trust him completely and highly recommend him!I'm off to Florida
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!