Ballard Financial Group - Clermont, Florida

Overview of Ballard Financial Group

Ballard Financial Group, located at Address: 773 W Montrose St, Clermont, FL 34711, is a reputable financial planning service dedicated to helping individuals navigate the complex world of finance. With a phone number 4049990 and a comprehensive online presence at ballardfinancial.com, this company is easily accessible for those seeking personalized financial advice.

Key Features and Services

Specializing in financial planning, Ballard Financial Group offers a wide range of services including retirement planning, social security optimization, Medicare guidance, and much more. Their expert team is highly knowledgeable and tailored to meet the unique needs of each client, ensuring personalized recommendations that align with individual goals and circumstances.

Accessibility and Convenience

Wheelchair accessibility is a priority at Ballard Financial Group, ensuring that everyone can visit their office comfortably. Their facility features a wheelchair accessible entrance, parking lot, and restroom, along with a restroom facility within the office. This makes it easy for clients with mobility needs to conduct their business.

Appointment-Based Services

While services are offered on a appointment basis, this approach guarantees a dedicated time slot with the financial advisors, allowing for thorough discussions and personalized planning. It's recommended to make an appointment in advance to secure your time with this knowledgeable team.

Client Reviews and Satisfaction

The company boasts an impressive average opinion of 5/5 based on 31 reviews on Google My Business. Testimonials often highlight the team's professionalism, their ability to listen and understand clients' needs, and the quality of their recommendations. Clients like Chris praise the team's expertise across various financial domains and commend the entire office staff for being top-notch.

Recommendation

For anyone seeking expert financial guidance, Ballard Financial Group stands out as a premier choice. Their commitment to personalized service, combined with their accessible location and welcoming environment for all, makes them a must-consider for financial planning needs. Don't miss out on their expertise - visit their website or give them a call at 404-9990 to schedule your appointment today. Experience the difference of professional financial planning tailored just for you.

Remember, taking the first step towards securing your financial future is just a call away

👍 Reviews of Ballard Financial Group

Marty H.

5/5

Chris and his team are fantastic! They are very knowledgeable in all areas of Finance, Retirement, Social Security, Medicare and much more. They are professional, listen to the needs and desires of their clients and make recommendations based on those needs and desires. Their entire office staff is A+++. Highly recommend you consider making an appointment with the Ballard Financial Group.

Desiree L.

5/5

We have been with Ballard Financial for several years, along with our other family members. We have gained invaluable knowledge and insight with regard to our financial/retirement planning while receiving professional guidance during these uncertain times.
We have also utilized the Ballard Family’s expertise for our insurance needs as we became eligible for Medicare. Supplemental options were new to us and the Ballard group assisted in every step of the way to obtain the best coverage available. We highly recommend The Ballard group to anyone wishing to establish sound Financial and Physical health, as we believe that they go hand in hand.
—Michael and Desiree Davis
January 2023

Tony B.

5/5

My wife and I met Chris/Ballard Financial Group through their financial seminars that were offered in downtown Winter Garden. We found that Chris (and his staff) provided information that was very informative regarding financial planning and also different alternatives that are available depending on today's current financial situation. We decided to move forward with the Ballard Financial Group and they are now our financial advisor team for us as well as another family member. Ballard Financial Group provides professional financial services as well as personal guidance ensuring that our current and future financial needs are met.

Deb P.

5/5

I met Chris and the Ballard group at a seminar and elected to follow up on long-term care insurance. All communications were friendly and informative. Chris is very knowledgeable and was able to present options that made sense for me financially to choose from. There’s no hard sell, just concern to get things right for you. I will consider returning to Ballard for any other financial planning needs that I have.

Charles H.

5/5

Could not be happier with "Chris and 'The Girls'. What a Blessing they all are. Where else can you find 'one stop shopping' for Sound financial advice - medical insurance - income tax assistance - "Good Looking Chicks" (leave Chris out of this category) - a bowl full of chocolates - fresh cookies - and a GREAT CHRISTMAS DINNER PARTY !? Keep doing what your doing and we'll keep praying regularly for you ALL !
Sincerely -- The Harvey's

IM2phoney

5/5

I’ve known Chris for more than 8 years. He has been our financial adviser almost that long and greatful for his council. His office has always been welcoming and responsive to our questions. We wholeheartedly recommended Ballard Financial.

Max G.

5/5

I attended all the presentations offered by Chris and Ballard Financial. Chris is a knowledgeable person with years of experience. I met with Chris one-on-one in his office. His office has a friendly ambiance, and the staff are very friendly and helpful. I have learned much about the financial world as it relates to the aging population. Their help is highly valued and appreciated.

Linda T.

5/5

was ready to join Medicare and was totally overwhelmed with all the choices. Chris helped explain and clarify everything for me until I felt confident to make my decisions. The whole Ballard Group is wonderful to work with.