"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

"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.

"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

Balanced Financial Inc.
3711 JFK Parkwy, #230
Fort Collins, CO 80525


"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."                              
                                   - Jim and Marilyn W., Fort Collins, CO

Mar 2, 2017
     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!   -Ariel Bingaman  

Tell Us What You Think 

“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

Let our clients help you get to know us

Step two: Google Balanced Financial Inc and click "Write a Review" to the right of the web searches. 

"Greg Anderson was referred to me by a friend at a time when I was going through a big life change.  It was a full year before we transacted any business.  He was always patient and attentive with me and my situation.  Greg listens to my needs and acts in the best interests of them."
                                                         - Diane G., Fort Collins, CO


"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 

  • safe
  • growth 
  • 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

Step One: Sign in or create a Gmail account.

"Beyond a shadow of a doubt he has worn many hats for me. . . that of a friend, honest adviser,  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


Find more Testimonials and write your own on Balanced Financial's Google page. 

Step three: Write a review and make sure to give us a star rating and make the post public. 

© All rights reserved

 "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

Here's what our client's have to say...