About Balanced Financial Inc
Reviews for Balanced Financial Inc
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Monday: 9AM - 6PM
Tuesday: 9AM - 6PM
Wednesday: 9AM - 6PM
Thursday: 9AM - 6PM
Friday: 9AM - 6PM
Saturday: ClosedSunday: Closed
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.
I was absolutely stunned at the clarity of Greg’s presentation of all the retirement options, beyond just the details of my pension. He brought all the variables together and made me feel confident in a decision to start the retirement process now, several years before when I thought it would make sense. Thanks so much for making this decision easy!
Greg walked us through the entire range of decisions as we approach retirement. His clear outline of pension, insurance, and annuities left us confident in our choice, and my wife is retiring years earlier than we had anticipated would be possible. What a great experience!
Highly recommend Greg for any of your investment planning and advice about moving annuities or pension accounts. I was not aware that I could have moved funds over 10 years ago. Recently, Greg helped me move the funds to better plans that not only will pay out more per month in retirement but will also leave funds for my children. I am so grateful for all of his advice and guidance. You won't be disapointed if you take the time to make an appointment and review options you may not know you have for your money.