Balanced Financial

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

3711 John F Kennedy Pkwy Ste 230, Fort C...

Phone Number

(970) 204-1500

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Balanced Financial

Balanced Financial, Inc. is dedicated to providing innovative financial strategies and planning services to families and businesses in Fort Collins, CO, and surrounding areas. Their offerings include tax preparation, legacy planning, social security maximization, income planning, long-term care, and retirement strategies. The company aims to empower clients to navigate the complex financial landscape by customizing plans that meet individual and business needs. Building strong, lifelong relationships with clients is a core principle of their mission to achieve financial clarity, security, and overall health.Explore more
Balanced Financial's Social MediaPopular SearchesBalanced Financial IncBalanced FinancialBalancedfinancialincSIC Code 62,628NAICS Code 52,523Show more

Balanced Financial Org Chart

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Gregory Anderson, Founder at Balanced Financial
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Balanced Financial

<$5M
1-10
Private
<$5M
1987
$6.5M
11-50
Private
-
1986
PM
Patti MalyDirector, Operations
<$5M
1-10
Private
-
1991
JH
Jeanette HansenOffice Manager
<$5M
11-50
Private
-
2010
<$5M
1-10
Private
-
-
WM
William McLaughlinOwner and Principal (Inferred)
<$5M
1-10
Private
-
2016
Christopher Chang, Advisory Services Head at Greenline Associates
Christopher ChangAdvisory Services Head
<$5M
1-10
Private
-
-
GL
Glenn LattzFinancial Advisor & Owner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Balanced Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Balanced Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Balanced Financial.

Balanced Financial financials insights

Gather financial insights about Balanced Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$26K

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Balanced Financial Tech Stack

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Frequently Asked Questions Regarding Balanced Financial

What is Balanced Financial's official website?
Balanced Financial's official website is www.balancedfinancialinc.com
What is Balanced Financial's Revenue?
Balanced Financial's revenue is <$5 Million
What is Balanced Financial's SIC code?
Balanced Financial's SIC: 62,628
What is Balanced Financial's NAICS code?
Balanced Financial's NAICS: 52,523
How many employees does Balanced Financial have?
Balanced Financial has 1-10 employees
What industry does Balanced Financial belong to?
Balanced Financial is in the industry of: Finance, Securities Trading
What is Balanced Financial competition?
Balanced Financial top competitors include: Greenline Associates, Platinum Advisory Group, Premier Financial Resources, Dowling Legacy & Retirement
What technology does Balanced Financial use?
Some of the popular technologies that Balanced Financial uses are: reCAPTCHA, PHP, Google Universal Analytics, Eploy
How do I contact Balanced Financial?
Balanced Financial contact info: Phone number: (970) 204-1500 Website: www.balancedfinancialinc.com
What does Balanced Financial do?

Balanced Financial, Inc. is dedicated to providing innovative financial strategies and planning services to families and businesses in Fort Collins, CO, and surrounding areas. Their offerings include tax preparation, legacy planning, social security maximization, income planning, long-term care, and retirement strategies. The company aims to empowe... r clients to navigate the complex financial landscape by customizing plans that meet individual and business needs. Building strong, lifelong relationships with clients is a core principle of their mission to achieve financial clarity, security, and overall health.Read More

What are Balanced Financial social media links?
Balanced Financial Linkedin page Balanced Financial Facebook page
Is Balanced Financial a public company?
Balanced Financial is private company therefore does not currently have an official ticker symbol
See more information about Balanced Financial

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