Balanced Wealth Planning, Inc. - Santa Barbara (CA)

Niki Hall Embarrassed to admit, had a hard time with the website and this was the nearest office (1.5 hour drive away.) Thinking I was only going to be able to make an appointment, I was pleasantly surprised with how quickly we were helped and how friendly, understanding and helpful the employee was. It felt like I was there maybe 10 minutes from parking to walking out the door and got everything taken care of!

Jeffrey Dunn My wife and I were connected to Glenn at Thrivent and we were not disappointed. He answered every question and concern we had to better prepare us for our future. Hes not only knowledgeable, but also gives you a sense of comfortability and security with your financial planning.