“In 2008 when the market unexpectedly crashed, it was very alarming to watch. Most retirement accounts lost almost half their value in a matter of weeks. After learning about Greg’s program, in which my principle balance will never be at risk, it was an easy decision to make. I know that over the long haul, my account will continue to only move upward and I can rest better knowing that it is no longer at risk.”
                                                -Mick Occhiato






"As a product manager for an enterprise software product, I'm swamped!  I have my hands full keeping up with my global customers and a distributed product team on two continents.  When I get out of the office, I want to spend time with my three school-aged kids before time runs out on their childhood.  I am well-versed in stock and options trading, but I wanted my nest egg and the time to enjoy my family too.  So, my investment goals are
straight-forward: 

• safe
• growth and
• simple

That is exactly what Greg has brought my family and I over the years:  better growth than my risk accounts have achieved and simplicity!"
                                                                -Jim Perkins
                                                                  BSEE, MBA
 



"We have been a client of Greg's for 5 years. He offered us many new innovative ideas tailored to our needs.  He really goes the extra mile with great service. . . Thanks Greg!"
                                                  
                          - Marvin and Betty Lou O., Loveland, CO



    



"Over the past year I've been thinking about what to do with my retirement money and was kind of lost with all the choices out there.  When I met Greg I didn't feel any pressure at all. He simply rolled out his plan options that took all of about an hour and we were on our way home. Greg didn't push me to make a decision at all, he simply reminded me every month or so, or when I asked him to, that he was still there. When I finally scheduled a meeting with him he took his time explaining everything in detail to my husband and I, and was able to explain it in different ways for our different needs. He has a way of really listening to you and treating you with respect. What a great people person! I would recommend Greg's services to my closest friends and family."
                                                                            -Dona W.



                
    "Beyond a shadow of a doubt he has worn many hats for me. . . that of a friend, honest adviser, and critic, educator and accountant.  being from a nursing background I appreciate Greg's special knack for listening to what you are saying and then explaining away all the financial jargon so that you truly have an understanding of the financial concept.  I would send any of my closest family or friends to Greg Anderson without any hesitation."                        
                    - Adla W., Loveland, CO
                                                                                                                                                                                                          






    "Greg will never hurry you.  We met many times before doing any business -he took lots of time to get to know us and research the details on our holdings.  We are excited about the efforts we have made with Balanced Financial.  We always felt we knew where we were going with his recommendations.  He is also very clear and easy to understand."
                           - Del & Mary H. Loveland, CO





    "We met Greg at one of his seminars.  Their office took lots of time to get to know us and our concerns.  Since being clients we find they have followed up and serviced our accounts very timely.  They always went slow with us so we felt we understood what was being presented.  But mostly we enjoy the Safety & Preservation approach they take."  
                                                                - Jim & Peggy

    "We will be retiring in the next few years & have worked with an advisor at a name brand brokerage firm – but after seeing one of Greg’s talks, we wanted a ‘Safety & Preservation’ second opinion.   Greg had several planning ideas for our nest egg, Kathy’s PERA account, and protection of our wealth with novel insurance concepts.

He had a fresh set of eyes, and offered ideas slowly and clearly."

                                 - Jim Y., Loveland, CO





    "We were nervous about keeping our savings safe and still getting some growth - Greg had lots of creative choices, and spent plenty of time going over options & plans for us.  We feel our money is safe and working hard for us."