Balanced Financial Inc - Fort Collins, Colorado

Holly A.

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.

Chad C.

I was looking for an advisor for advice on a specific ax situation related to selling a rental property. Not only was Greg the only person that I contacted that actually responded,, but he did so quickly and set up an appointment so we could discuss the matter.

Greg gave me great advice and taught me a lot about the transaction and implications in a short time. After we covered my specific needs we reviewed my other investments and financial goals and he was able to steer me to valuable information for estate planning, insurance needs, and investment vehicles.

I would recommend Greg to anyone looking for advice, guidance, or management of their financial lives and I look forward to working with him in the future to secure my own goals.

Holly A.

Greg and Paula give top notch service to help with Wills and Trust as well as looking at the whole financial picture for retirement income. I met them at the local library where they were volunteering their time to give a short informational meeting about social security benefits. I can't say enough good things about Greg's knowledge to help me make the best financial decisions for my future retirement income. High quality honest service is an understatement. I am very fortunate to have help and advice from Balanced Financial Inc.

Krista T.

Balanced Financial helped us with our estate planning. I appreciate the patience and care Greg Anderson took in helping us understand all of our options and guiding us through the process. It puts my mind at ease to know that all of our afairs are in order.

Chris S.

I have worked with Greg at Balanced Financial for years and can always trust him to provide me with smart, safe options for my money! Highly recommend working with him.

Karla V. K.

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!

Arlen S.

As I approach my retirement years, I wanted someone I could trust to advise me. Greg is that someone. He provided information and gave explanations in ways that were easy to understand, and there was never any pressure or hurried discussion. I’ve been able to make informed decisions, with an understanding of what is best for me. Thank you, Greg!

Allison F.

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.