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Balanced Financial
- Financial Services
- Fort Collins, CO
About this business
Location details
3711 John F Kennedy Pkwy #230, Ste 230, Fort Collins, CO, 80525, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have been working with Greg for about 6 months now. He has been pro active in getting my retirement set and moving. I am not a person who usually would write a review , but in this case I would recommend contacting him and seeing what he might do for you
I have been working with Balanced Financial Services for several months now and I can't say enough good things about them. Greg and Chase specifically are incredibly knowledgeable and helpful in guiding me through the retirement journey. Great ideas, excellent approach and most important to me, take the time to explain things thoroughly in a way I can understand. This definitely is NOT a cookie cutter approach as they have taken the time to understand my goals, and risk tolerance prior to proposing a go-forward strategy. Fur... read more
Greg and his team are great, he explains everything in detail and you never feel rushed when you are meeting with him.
Greg spent an hour with me going over all of my options and patiently answering hundreds of questions. He helped me put together a plan of action over the next year to accomplish my financial goals and estate planning with the least tax consequences to my family. I'm very grateful to have found him.
Frequently asked questions about Balanced Financial
How is Balanced Financial rated?
Balanced Financial has a 5 star rating with 105 reviews.
When is Balanced Financial open?
Balanced Financial is open now. It will close at 6:00 p.m.
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