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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 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.
Greg is the guy you want to trust with your finances. He is honest, very smart and lays out all your options. I highly recommend him and his team.
Greg is not only financial planner but also a good friend. Chase is another awesome addition to Balance Financial. I am proud of having Balance Financial to handle my financial need as I close to my retirement. I am confident that Balance Financial can "Make Your Finance Great Again". In the past 3 years, Balance Financial has done great thing for us to restructure our financial including re-arrange my 401k and life insurance. However, the most impressive thing Balance Financial did for us is rescued our both Tradition and R... read more
Frequently asked questions about Balanced Financial
How is Balanced Financial rated?
Balanced Financial has a 5 star rating with 103 reviews.
When is Balanced Financial open?
Balanced Financial is closed now. It will open on Monday at 9:00 a.m.
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