"Balance pays for itself. By gathering the data on a clients finances, the client saves more, pays less tax, and makes better financial decisions”
"We recommend the Balance service to everyone; it's a fantastic platform that has added tremendous value to our business."
"The Balance Platform is ideal for my services and for individuals who are away from home for lengthy periods of time."
"The Balance platform has greatly enhanced our family office services."
"Balance Financial's new platform is a boon to advisors eager to work with clients on a wider level."
"[Balance] allows our clients to really know where they are spending their money and provides our Advisors a complete picture of their clients investment opportunities."
"the main driver of wealth is savings. Balance helps me have a realistic conversation about this critical component of wealth creation."