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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 hesitated when I signed up for a free Social Security Benefits seminar a few weeks ago thinking it might involve pressure to sign up for services I didn't need or couldn't afford. There was one detail shared at the seminar that applied to our situation that got my attention that I wasn't aware of before that applies to our situation. I met with Greg the next week to have him run our numbers through their software. It confirmed what he suggested and what I was thinking as well. At least I'm not left wondering if I was makin... read more
Greg and his team at Balanced Financial have been very helpful in presenting my wife and I with various investment options without pressuring us into any decisions. They thoroughly explain what is offered and patientlly answer any and all questions we may have.
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.
Frequently asked questions about Balanced Financial
How is Balanced Financial rated?
Balanced Financial has a 5 star rating with 98 reviews.
When is Balanced Financial open?
Balanced Financial is closed now. It will open at 9:00 a.m.
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