Balanced financial solutions for every stage of life

From everyday banking and strategic lending to tailored investments and insurance, Balanced Finance Services helps you organize, grow, and protect your money with one coordinated plan.

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15+

Years of service

5,000+

Clients supported

$2B+

Assets under care

About Balanced Finance Services

Based in California, we blend community banking values with institutional-grade financial expertise to serve individuals, families, and businesses across the state.

Instead of piecing products together on your own, our team designs one coordinated plan that connects your cash flow, borrowing, investing, insurance, and long-term goals.

Licensed & Regulated
Personalized Service
California Expertise
Proven Results
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Financial Advisory Meeting

Integrated financial services under one roof

Banking, lending, investing, insurance, and real estate support working together for you.

Personal Banking

Modern checking, savings, and digital banking designed to keep your day-to-day finances organized and accessible.

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Investment Management

Research-driven portfolios, disciplined risk management, and ongoing advice focused on growing and preserving your wealth.

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Mortgage Loans

Fixed-rate, adjustable, FHA, VA, and jumbo mortgage options tailored to your home-buying strategy.

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Business Banking

Accounts, credit, and treasury solutions that give your company the liquidity and flexibility it needs to grow.

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Why work with Balanced Finance Services?

One coordinated team, many specialized disciplines working together for you.

Specialized expertise

Certified professionals in banking, lending, investments, insurance, and real estate collaborate on every plan.

Personalized planning

We start with your goals and values, then design strategies that fit your timeline and risk comfort.

Security and transparency

We follow strict regulatory standards, use modern security controls, and provide clear, jargon-free explanations.

Ready to see your full financial picture in one place?

Share your goals with our team and receive a clear, written action plan with prioritized next steps.

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