Balanced Financial Services

Closed 8:00 AM - 4:00 PM See Hours
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Balanced Financial Services has been a trusted name in financial planning since its founding in 1987, serving clients throughout Vancouver and the surrounding areas. Our team of licensed advisors and associates is dedicated to offering objective, professional, and personalized financial solutions tailored to meet the unique needs of individuals, families, and corporations.

We pride ourselves on our commitment to integrity, competence, and confidentiality, ensuring that every client receives the highest level of service and support. With our extensive knowledge of the financial landscape, we help our clients navigate their financial decisions and work towards their goals, establishing long-term relationships built on trust and professionalism.
Our Services
At Balanced Financial Services, we specialize in delivering comprehensive financial solutions designed to enhance your financial strategy.

✔️ Financial Planning: Tailored strategies to help you achieve your financial goals.
✔️ Investment Management: Expert guidance to effectively manage and grow your wealth.
✔️ Retirement Planning: Preparing for a financially secure retirement.
✔️ Estate Planning: Helping you plan for the distribution of your assets.

Our dedicated team is here to support you every step of the way, ensuring that your financial decisions align with your aspirations.
Why Choose Us?
Choosing Balanced Financial Services means partnering with a team dedicated to your financial success. We focus on providing exceptional service tailored to your individual needs.

✔️ Experienced and licensed financial advisors
✔️ Comprehensive financial planning and investment management
✔️ Commitment to integrity and professionalism
✔️ Personalized solutions based on your unique needs
✔️ Established reputation since 1987
✔️ Ongoing education to stay updated on market trends
✔️ Focus on building long-term client relationships

Let us guide you in making informed financial decisions that secure your future. Contact us today to start your journey towards better financial health.
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Location & Hours:
2309 W 41st Ave #204
Vancouver, BC V6M 2A3
  • Mon: 8:00 AM - 4:00 PM
  • Tue: 8:00 AM - 4:00 PM Closed
  • Wed: 8:00 AM - 4:00 PM
  • Thu: 8:00 AM - 4:00 PM
  • Fri: 8:00 AM - 4:00 PM
  • Sat: Closed
  • Sun: Closed