Balanced Financial Inc

Updates

Posted on Jun 1, 2020

1. We are in the office most days - call / email with questions on your accounts or to make an appointment to visit here or by phone. We are here to help.
2. contact us for a 3 page summary of the good things in the CARES Act that Congress passed showing stimulus checks, the new IRA distribution...

Posted on Apr 27, 2020

We are in the office most business days; please call or email if you need to meet on some question or need service in some way during this Covid time. Stay patient with the governing requests of us.

Testimonials

4 days ago

Greg is always helpful , and goes above and beyond to help me! He has excellent advice, is very knowledgeable and always courteous! I trust him completely and highly recommend him!

- Leslie C

a month ago

Greg is an awesome advisor to work with! He is always there to answer any questions that I have and I would recommend Balanced Financial to others that have questions or are looking for advice.

- Brian B

7 months ago

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!

- Carlos R

Greg W. Anderson / BF Reviews

Review from Gary Cummins:

"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."

Review from John Bender:

"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."

Review from Greg Kendall:

"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."