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

3 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

6 months ago

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.

- Karol D

3 months ago

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.

- Jeff C

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."