Ballard Financial Group 773 West Montrose Street, Clermont, FL 34711
About the Business
Ballard Financial Group is a leading finance institution located at 773 West Montrose Street in Clermont, Florida, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. From retirement planning to investment management, we offer a wide range of services tailored to meet each individual's unique needs. Trust Ballard Financial Group to guide you towards a secure financial future.
Photos
Location & Phone number
773 W Montrose St, Clermont, FL 34711, United States
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 14:00
Saturday:
Closed
Sunday:
Closed
Reviews
"We have been with Ballard Financial for several years, along with our other family members. We have gained invaluable knowledge and insight with regard to our financial/retirement planning while receiving professional guidance during these uncertain times. We have also utilized the Ballard Family’s expertise for our insurance needs as we became eligible for Medicare. Supplemental options were new to us and the Ballard group assisted in every step of the way to obtain the best coverage available. We highly recommend The Ballard group to anyone wishing to establish sound Financial and Physical health, as we believe that they go hand in hand. —Michael and Desiree Davis January 2023"
"My wife and I met Chris/Ballard Financial Group through their financial seminars that were offered in downtown Winter Garden. We found that Chris (and his staff) provided information that was very informative regarding financial planning and also different alternatives that are available depending on today's current financial situation. We decided to move forward with the Ballard Financial Group and they are now our financial advisor team for us as well as another family member. Ballard Financial Group provides professional financial services as well as personal guidance ensuring that our current and future financial needs are met."
"Chris and his team are fantastic! They are very knowledgeable in all areas of Finance, Retirement, Social Security, Medicare and much more. They are professional, listen to the needs and desires of their clients and make recommendations based on those needs and desires. Their entire office staff is A+++. Highly recommend you consider making an appointment with the Ballard Financial Group."
"Could not be happier with "Chris and 'The Girls'. What a Blessing they all are. Where else can you find 'one stop shopping' for Sound financial advice - medical insurance - income tax assistance - "Good Looking Chicks" (leave Chris out of this category) - a bowl full of chocolates - fresh cookies - and a GREAT CHRISTMAS DINNER PARTY !? Keep doing what your doing and we'll keep praying regularly for you ALL ! Sincerely -- The Harvey's"
"I met Chris and the Ballard group at a seminar and elected to follow up on long-term care insurance. All communications were friendly and informative. Chris is very knowledgeable and was able to present options that made sense for me financially to choose from. There’s no hard sell, just concern to get things right for you. I will consider returning to Ballard for any other financial planning needs that I have."
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