Balanced Financial Services

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.

I had the pleasure to meet Earle and Sia and the team at Balanced Financial Services recently. I had many questions around my current finances, investment portfolio, insurance and taxes etc. Earle and Sia were very patient, caring knowledgeable, and responsive. I feel more and more confident in my financial future after each meeting and look forward to a long-lasting professional relationship.

I have been working with Earle for over 25 years. I have always been totally satisfied and impressed by his professionalism, his absolute passion for his work, fantastic results, his ability to explain the world of financial planning in accessible and clear terms, and his honesty and transparency. Earle's staff and colleagues have also provided excellent support and service.I HIGHLY recommend Balanced Financial Services.