My wife and I have been working with Greg at Balan...

My wife and I have been working with Greg at Balanced Financial for more than seven years, and we have the utmost confidence in his professional knowledge and recommendations. Initially, we shared with Greg our concerns about protecting our investment principal, while having growth opportunities we have found his recommendations to always protect our investment principal and give us excellent growth. Greg is professional, courteous, and attentive to our inquiries. He presents his recommendations in clear, concise, and understandable terms. Greg works hard to truly understand our desires, and he has always presented us with multiple investment options. We have recommended Greg to our friends.