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Balanced Financial
- Financial Services
- Fort Collins, CO
About this business
Retirement planning specialist
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 was absolutely stunned at the clarity of Greg’s presentation of all the retirement options, beyond just the details of my pension. He brought all the variables together and made me feel confident in a decision to start the retirement process now, several years before when I thought it would make sense. Thanks so much for making this decision easy!
Greg walked us through the entire range of decisions as we approach retirement. His clear outline of pension, insurance, and annuities left us confident in our choice, and my wife is retiring years earlier than we had anticipated would be possible. What a great experience!
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.
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, insur... read more
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.
Frequently asked questions about Balanced Financial
How is Balanced Financial rated?
Balanced Financial has a 5 star rating with 96 reviews.
When is Balanced Financial open?
Balanced Financial is closed now. It will open at 9:00 a.m.
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