Greg Anderson and the team at Balanced Financial, Inc. have been instrumental in helping our family make solid, informed financial decisions. Greg shares his knowledge in a way that takes the fear out of the investment world. When I ask the same question more than once, he is patient and willing to work through the technical details until every aspect has been considered.
Greg did a great job of helping me out with Insurance and financial questions. He was very honest and replied back in a professional and timely manner that I truly appreciated.
I have been working with Balanced Financial for a couple of years now and have absolutely loved their customer service and depth of knowledge. While at the Air Force Academy, cadets have the opportunity to take out a career starting loan. Mr. Anderson helped me to invest it in a safe investment where I could still earn money but had very little risk of loosing my loan money. Unfortunately some of my fellow graduates have lost a lot of money from poor investments with their loan money. Beyond our loan investment, my husband and I were looking at purchasing a home for the first time. We ran all the numbers with Balanced Financial and they helped to ensure us what we could afford. They discussed the possibility of owning several homes and using that as another source of passive income. We had not even considered this option before! Mr. Anderson helped us with the purchase and set up a renters agreement.
The staff at Balanced Financial have been extremely helpful and have changed their plans to accommodate a last minute meeting. We are very thankful to have the opportunity to work with them!
We are grateful for the skill and expertise Greg and Paula brought to our current financial and future retirement decision-making. Greg was tenacious in helping us undo a suboptimal decision affecting a large part of our retirement portfolio.
Greg helped me understand the difference between an income, and money. He showed me in a very easy to follow/understand way the difference, and how to achieve this for my future goals. I am glad I made the right choice!
Greg is an honest financial advisor who keeps his client's best interests before his own. He has many times given me additional ideas when I am making a financial decision, be it rental property, annuities, refinancing mortgages, or income during retirement.
He is easy to work with, low pressure, and I trust his advice.
We just completed the purchase of a couple sizable (at least for us) fixed index annuities that Greg recommended for our particular needs. Throughout the six month process for my wife and I to make reach our final decision, Greg was extremely patient and helpful as he listened to our concerns and requirements and refined his tailored recommendation.
I should perhaps explain that we had been very much opposed to buying any annuities because of earlier heavy-handed sales pitches by other "financial advisors" who were actually more focused upon selling a predetermined product than satisfying our needs. Greg listened, explained alternatives, and gave us plenty of time and space to reach a comfortable decision. He followed up to see if we needed more information or clarification, but was never a high-pressure salesman.
We highly recommend that you give Greg a chance to help you with your financial needs! I believe that you will be happy with the experience.
Our family has known Greg for over 20 years. His strong grasp of safe, wise financial tools to achieve our goals in investments and insurance has been invaluable. He is always up to date, looking out for his clients, and full of warmth, humor, and genuine care.
I ve been working with Balanced Financial and Greg Anderson for a length of time now. As a young professional who owns his own business, I wanted to develop sound investment strategies that allowed me to avoid the pit falls of traditional investments, as well as develop a personalized program that fit my own needs and philosophies. Because Greg is not affiliated with any one company, he is able to provide products that his competition cannot even get access to. This non-bias can help you avoid the pitfalls of you need this insurance or mutual fund product, just because that person is being told to push that product for that month.
Greg goes beyond his ability to assist you in achieving your financial goals, as he develops a keen interest in your life. In one instance, he took the time to buy a book for me that has been of tremendous help, as I navigate the challenges of operating an international business. Think about the financial planner that you have now, do you think he is thinking of you while attending a seminar? Would he bother to take the time to invest his own resources to help you out? This is the level of service that Balanced Financial provides. I m absolutely blown away.
Greg took the time to assess our capabilities and comfort zone with distribution. I can honestly say it has been a wonderful experience. Do not wait until you are retired to ask questions. Balanced Financial can help you in making good decisions for retirement and beyond! Thank you Greg and Paula! Definitely 5 Stars!
Balanced Financial is a personal, hands on financial planning service. They work to make sure they understood the goals that we wanted and never made us feel like they were pushing anything on us. They truly made us feel like they were partnering along side of us to make our goals possible!
I've received very good financial advice from Balanced Financial, and they have some very good products to offer for investments. They have investments I've never even heard of before with low risk and high yields.
They are completely honest and trustworthy.
I'm so glad we found this company!
I have been with Greg Anderson for some time. I find him to be thoughtful
and very honest in his approach. He has the skill to evaluate my situation
and recommend investments that fit my goals. I'm glad I found his company and highly endorse Mr. Anderson Sincerely, Dr H Thompson
Greg and Paula have been great. We have learned so much! They have helped with some creative and secure financial planning advice and are very personable. They make you feel like family! Thanks guys!
My wife and I are very happy that we discovered Balanced Financial a little over a year ago. They have a variety of investment options that are more off the beaten path, which suits us perfectly, and allowed us to retire earlier than we had planned. Greg and Paula are both so helpful and knowledgeable, even in non-financial areas, and we are very satisfied with our decision to put our trust in them.
Honest, straightforward financial guidance and advice. So refreshing to deal with a real financial expert in these times of uncertainty. I highly recommend Greg and Balanced Financial inc, and am so grateful to have him for guidance with my finances.
I met Greg 7 years ago, have been a client for 2 and half years. I should have worked with Greg 7 years ago. Greg took his time to explaining everything in details and offered many new innovative ideas for our different need. Greg even go extra mile (out of his own pocket to work with a professional CPA), obtained the advanced CPA report to help my decision on my stock option. I am an extremely delighted client of Balanced Financial, would recommend Greg's financial service.
Nothing but professionalism when working with Greg and Balanced Financial. I'd highly recommend him.
Greg's expertise is invaluable in helping me understand my retirement account options. His presentation is clear and concise, making me comfortable with my decisions. Thank you Greg!
As a former Balanced Financial Inc. employee I could not have had a
been a launching pad for my career and I would not have had many of the
Paula s in depth industry knowledge and expertise provide tremendous
planner, Balanced Financial Inc. has seen sustained successes due to
Greg and Paula s integrity, honesty, and compassion for their clients,
employees, partners, and community. With numerous community
outreaches and involvement in non-profit organizations Greg and Paula s
commitment to the city of Fort Collins and its residents is inspiring. An
entrepreneur at heart, Greg will give you his candid opinion with a no
pressure, can do attitude. If your tired of hearing the public narrative of
continual 8% growth, specific products that need to be pushed, or just want
an alternative point of view, give BFI a call. With safe ways to protect and
grow your nest egg you won t find another financial planner more
personable and experienced than Greg Anderson at Balanced Financial
Inc.
A year ago we had to make some decisions in a hurry and Greg has been there for us for every step of the way.
Greg was very helpful and told me a couple things that I really needed to hear! Thank you so much.
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.
Greg and Paula Anderson of Balanced Financial offer outstanding personal financial planning. Their customer service is unparalleled. Whether you are contemplating Social Security benefits, or just want a better return on your life insurance assets, Greg and Paula are Larimer County's local experts on all things retirement planning.
Wow, where do I begin? Greg Anderson is one of those individuals you hope to get a chance to meet in your lifetime. His skill set is diverse and intuitively sound. Greg meets you where you're at and is sensitive to your needs. He is not only intellectually curious, but culturally aware; he not only has respect for others, but the respect of others. Greg goes out of his way to help individuals in need and gives back to our community with his time and resources. Do not hesitate to reach out to Greg for sound guidance resulting in your peace of mind. Thank you Greg for being you!
I've known Greg for a little while now. I've seen him demonstrate time and time again high levels of compassion and integrity not found frequently. Oh, and he knows what he's talking about too. I really appreciate how he explains opportunities that I haven't considered before. Even folks who have experience investing on their own should talk to Greg to hear what he has to say.
We needed to make some difficult decisions in a hurry and Greg Anderson was there for us every step of the way. Our family is grateful for his knowledge, patience and kindness. We look forward to working with him in the future.
I have been advised for 10 years by Greg. Greg uses everyday language so you don't have to pull out your Financial Terms dictionary to figure out what he is telling you. Greg only contacts me when he has an idea that he thinks I would be interested in. There is no pressure to buy anything.
Just a note of appreciation to Greg for always being their for me to answer my financial questions. His expertise in directing my portfolio and my retirement funds has been more than satisfactory in the 10+
years I have had been with them. Greg and Paula take an interest in their clients and I can attest that recently I had a possible financial crisis come up and they were able to steer me in the right direction so avoid a bad outcome. I so appreciate their support, friendship and guidance. I highly recommend Balanced Financial Inc as a place to receive sound financial planning.
I've been a client of Balanced Financial for a couple of decades now. There are numerous choices of financial advisers in the area. 99% of them will give you the exact same advice as all the others. This is the other 1%.
We have been a client of Balanced Financial for the past 6 yrs. After retiring 8 yrs ago, we wanted to maintain our retirement without the fear associated with the up/down fluctuations of the stock market. Greg took the time to hear our concerns, and then implement a strategy that secured our retirement and put our fears to rest. He's the real deal!
Greg Anderson helped my family tremendously over the last three years. He helped us navigate the complicated process of getting my father his VA benefit for assisted living, then continued to help us with the investments involved in that process. I can't recommend Greg highly enough. He is very knowledgeable of a wide range of financial topics, and at the same time very personable and approachable. His expertise has made a world of difference for my family.
Greg Kendall
balancedfinancialinc.com
