Balanced Financial Services
52Developing2309 W 41st Ave #204, Vancouver, BC V6M 2A3, Canada
About
Balanced Financial Services is a local financial planning provider in Vancouver, British Columbia. Details below come from public business listings, confirm credentials, registration, and fit directly before booking.
Senior Care Path Summary
Who This Provider Is Best For
Photo Gallery
Photos via Google Maps
Google Reviews
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32 Google reviews
Most recent reviews
Ramin Amin
9 months ago · via Google
I’ve had a great experience with Siavash at Balanced Financial Services. He gave me solid financial advice and helped grow my investments, while also guiding me toward long-term plans that fit my goals. I feel more confident about my finances thanks to his clear guidance and steady support.
Lisa Hiebert
a year ago · via Google
I recently had the pleasure of working with Earle and Sia, and I can confidently say that my experience was nothing short of exceptional! From the moment I reached out for assistance, they made me feel welcomed and valued as a client. Earle's expertise in financial planning is truly impressive. He took the time to understand my unique financial situation and goals, providing clear, tailored advice that made me feel empowered in my decision-making. His attention to detail and commitment to my best interests were evident throughout the entire process. Sia, with his warm and friendly demeanor, made every interaction a joy. He was always available to answer my questions and provide support, making complex financial concepts easy to understand. His positive attitude and genuine care for his clients truly set him apart. Together, Earle and Sia create a fantastic team that combines professionalism with a personal touch. They not only helped me navigate my financial journey with confidence but also made the experience enjoyable. I wholeheartedly recommend them if you're looking for a dedicated and knowledgeable financial team. Thank you, Earle and Sia, for your outstanding service!
Paula Krevesky
3 years ago · via Google
Earle at Balanced Financial has been my financial advisor for more than 25 years. His love and knowledge of history, trading markets/trends and investing, along with the ability to explain things in a comprehensive way have helped me to understand and grow my portfolio over the years. Our regular review meetings keep me on track and I appreciate knowing he invests in many of the same things I have invested in. I know if I have questions or concerns Earle is only a phone call away. I appreciate the time, support, and guidance Earle puts into understanding my needs as I work toward retirement with confidence and ease that my money has been wisely invested. Balanced Financial will continue to manage my investments and I would recommend Earle and his team without hesitation, the service is impeccable.
Summary of Google Reviews
Summarized by Senior Care Path from Balanced Financial Services's Google rating and recent reviews. Confirm specifics with the provider.
Balanced Financial Services holds an excellent 5.0-star rating across 32 Google reviews. Recent reviewers most often highlight caring, attentive staff and warm, welcoming community.
Most common praise
- Caring, attentive staff
- Warm, welcoming community
Services
Licenses & Registrations
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
Location
2309 W 41st Ave #204, Vancouver, BC V6M 2A3, Canada
Also serves
- Vancouver and surrounding areas