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Balanced Financial


About this business

Retirement planning specialist 

Location details

3711 John F Kennedy Pkwy #230, Ste 230, Fort Collins, CO, 80525, United States

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Mon9:00 a.m. to 6:00 p.m.
Tue9:00 a.m. to 6:00 p.m.
Wed9:00 a.m. to 6:00 p.m.
Thu9:00 a.m. to 6:00 p.m.
Fri9:00 a.m. to 6:00 p.m.
5.084 reviews
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Karla Van Kull's profile image
Karla Van Kull 
4 months ago

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! 

Leslie Chase's profile image
Leslie Chase 
5 months ago

Greg is always helpful , and goes above and beyond to help me! He has excellent advice, is very knowledgeable and always courteous! I trust him completely and highly recommend him! I'm off to Florida 

Lauren Powell's profile image
Lauren Powell 
6 months ago

Greg was incredibly helpful assisting me with my retirement accounts. He explained everything in very simple, easy to understand terms and I left feeling much more prepared, with a better grasp on my financials. Thank you for your help! 

Ryan Baker's profile image
Ryan Baker 
6 months ago

Very helpful and gave me some ideas to ponder that I hadn’t thought of. Also very helpful with an issue unrelated to financial questions. 

Dragan Ristic's profile image
Dragan Ristic 
7 months ago

Going into the meeting with Greg I had little to no knowledge about what to do in order to build the financial future that I wanted, but he sat me down and discussed a multitude of options that best fit my situation and now I feel confident in the next steps I need to take in order to reach my financial goals. Thank you Greg and Paula! 

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Frequently asked questions about Balanced Financial

How is Balanced Financial rated?

Balanced Financial has a 5 star rating with 84 reviews. 

When is Balanced Financial open?

Balanced Financial is closed now. It will open tomorrow at 9:00 a.m. 

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