“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!“
“Hands down the most honest and well-versed financial planner in Colorado. The entire team here has extensive knowledge of comprehensive financial planning. I highly recommend working with REA, integrity is hard to find in this industry, but this place has it.“
“Saved my future after a bad situation with another planner. Works hard too put his clients first.“
“Nathan and his team are great. They think outside the box and came up with creative investment opportunities for my wife and I. I would recommend them.“
“The same great service, attention and expertise I've been receiving for well over a decade.“
Closed today
3665 John F Kennedy Pkwy, Fort Collins
Financial Planners
“Ryan Yoder. Very good product and service. Can recommend him with confidence Rusty Huelle Owner of 3BIDZ, Window, Siding and Patio Door Replacement“
“Great insights and help towards building a realistic portfolio! Nice person to work with.“
Closed today
4025 Automation Way, Fort Collins
Financial Planners
“Jody has been our Financial Advisor for a while now. He is professional, patient, educates and definitely has our best interest at heart. We recommended Jody to close family friends of ours who are close to retirement and has helped them reach some of their financial goals.“
“Ryan Yoder. Very good product and service. Can recommend him with confidence Rusty Huelle Owner of 3BIDZ, Window, Siding and Patio Door Replacement“
“Josh Miller took over my life insurance account and I became a client of his in 2018. Since then I have not hesitated in referring friends and family to Josh for financial guidance. He is now a friend and I look forward to what he can do to help my wife and I manage our money wisely.“
“Office is clean and tidy. Everyone who works here that I have interacted with is great! Loved the festive Christmas tree and holiday decorations!“
“Patti has been beyond helpful in helping me deal with my mother's estate. Prior to that, she was amazing in working with my mom and all of her accounts. I highly recommend Patti! She is very thorough, thoughtful, and knowledgeable.“
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“Joseph Vander Linde achieves his slogan. After several interactions regarding my family finances, it's clear that he strives to reduce stress by educating his clients and customers. I trust Joseph and his crew to guide people through personalized plans for their individual and family financial goals.“