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March 2024 by Karla Van Kull
Greg at Balanced Financial was extremely helpful with explaining his optimization report for my husband and I regarding Social Security and other ideas about income and growing investments. I really appreciated the time he took to make sure we (I especially) understood the terms and processes. He answered all our questions and showed us multiple "scenarios" and outcomes. It's a good feeling to have choices when planning for retirement!
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January 2024 by Leslie Chase
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!I'm off to Florida
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December 2023 by Ryan Baker
Very helpful and gave me some ideas to ponder that I hadn’t thought of. Also very helpful with an issue unrelated to financial questions.
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December 2023 by Lauren Powell
Greg was incredibly helpful assisting me with my retirement accounts. He explained everything in very simple, easy to understand terms and I left feeling much more prepared, with a better grasp on my financials. Thank you for your help!
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December 2023 by Dragan Ristic
Going into the meeting with Greg I had little to no knowledge about what to do in order to build the financial future that I wanted, but he sat me down and discussed a multitude of options that best fit my situation and now I feel confident in the next steps I need to take in order to reach my financial goals. Thank you Greg and Paula!
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October 2023 by Peter Blessing
I have about zero financial knowledge but Greg did a great job of explaining things to me in terms and with examples that I easily understood. Thanks for helping me make sense and changes to my investments.
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October 2023 by Jasmine Stanton
Greg was incredibly honest, helpful, and through when providing advice. I can not thank him enough for his time and guidance.
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September 2023 by Arlen Stauffer
As I approach my retirement years, I wanted someone I could trust to advise me. Greg is that someone. He provided information and gave explanations in ways that were easy to understand, and there was never any pressure or hurried discussion. I’ve been able to make informed decisions, with an understanding of what is best for me. Thank you, Greg!
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September 2023 by Joseph Kennedy
I really enjoy working with Greg. He sat down with us and worked through the details of our investment policy and gave us some solid advise as to our options for financing a home improvement project. Ultimately we decided on a HELOC Loan and are on our way to kicking off the project.
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July 2023 by Richard Ivey
Greg was able to give me the best insight I have had on Social Security strategies for myself. He also discussed other financial issues with me that have helped me feel more secure throughout retirement. His patience and ability to answer every question at an understandable level was greatly appreciated.
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June 2023 by Brad Burke
I was really impressed with the services I received from Greg Anderson at Balanced Financial. I asked him to evaluate the current IRA contract I had which took him a lot of time to research. He then compared it with different Fixed Indexed Annuities (FIA) he had to offer. He did an excellent job of explaining FIAs and ones he recommends for my situation and desire to leave an inheritance for my kids. I didn't find FIAs easy to understand at first so I'm thankful he is a really good teacher! He was very patient since it took me a while to get it. He had some good power point type slides and illustrations that helped a lot. I ended up switching to one of the FIAs he recommended. I now have peace of mind since I have guaranteed income for retirement but still can share any growth with the stock market and be assured I can leave money for my kids!
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June 2023 by Brad B.
I was really impressed with the services I received from Greg at Balanced Financial. I asked him to evaluate the current IRA contract I had which took him a lot of time to research. He then compared it with different Fixed Indexed Annuities (FIA) he had to offer. He did an excellent job of explaining FIAs and ones he recommends for my situation and desire to leave an inheritance for my kids. I didn't find FIAs easy to understand at first so I'm thankful he is a really good teacher! He was very patient since it took me a while to get it. He had some good power point type slides and illustrations that helped a lot. I ended up switching to one of the FIAs he recommended. I now have peace of mind since I have guaranteed income for retirement but still can share any growth with the stock market and be assured I can leave money for my kids!
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June 2023 by Emma E
Professional, easy to work with, and got my IRA put together with just a few signatures! Always willing to answer questions, definitely look them up for your financial needs.
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May 2023 by Allison Ford
Initially met Greg at his seminar on Social Security benefits and was impressed with his professionalism and knowledge. Subsequently, involved him in my retirement planning and he was fantastic. Greg is great with explaining the numbers and the technical aspects of financial planning. If you are looking for someone with patience and expertise, Greg is your man.
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May 2023 by thomas newton
This is a very responsive company. They are always available to answer my questions and they explain things clearly. I recommend them for your financial needs. I enjoy my interactions with this group which is an added bonus.Thomas Newton, MD
