We help ensure our clients are concerned more about their lives and less about their money. Ballard Financial Group works with friends and neighbors throughout the Orlando area to help meet their financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients.
When you have financial concerns, we want to help you address them. Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you with the confidence you deserve for your financial future. That's why we are committed to earning your trust by thoroughly understanding your goals and dreams and helping you feel confident in your financial strategies.
When you have financial concerns, we want to help you address them. Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you with the confidence you deserve for your financial future. That's why we are committed to earning your trust by thoroughly understanding your goals and dreams and helping you feel confident in your financial strategies.
Services
We're committed to helping you work toward achieving the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy, and offering a variety of insurance and investment products to help achieve the objectives of that strategy.
As the owner and CEO of Ballard Financial Group, Chris Ballard is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.Chris has 30 years of experience in the insurance and financial services industry. He has earned the CERTIFIED FINANCIAL PLANNER designation and is an Investment Adviser Representative and Insurance Professional.
As the owner and CEO of Ballard Financial Group, Chris Ballard is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.Chris has 30 years of experience in the insurance and financial services industry. He has earned the CERTIFIED FINANCIAL PLANNER designation and is an Investment Adviser Representative and Insurance Professional.
Preparing for retirement should create excitement, not concern. Yet for many, that's not necessarily the case. That's where we come in. We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies.
From tax-efficient strategies to investment advice to protecting some of your assets - we'll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.
From tax-efficient strategies to investment advice to protecting some of your assets - we'll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.
At Ballard Financial Group, we hold informational seminars for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our seminars include guest speakers and special activities, as well as take-home materials.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM).
If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal. It is important to feel you have control over your future. At Ballard Financial Group, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.
Reviews (10)
Dave Martin
Dec 29, 2021
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Chris has been a solid advisor to us. Our last advisor started out with our financial interest but after several years, he started appearing in very expensive suits, with expensive jewelry and cars. After our previous advisor sold us an unwise product for a high commission, we began looking for another financial advisor. After meeting with Chris he was able to help us extricate ourselves from the other advisors bad advice. Chris listened to our priorities and put us on the correct course.
Chris has shown that he deserves our trust and has not changed since we have been with him. We have been with
Chris has shown that he deserves our trust and has not changed since we have been with him. We have been with
Sherri Finnegan
Oct 30, 2021
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As a recent retiree, Chris Ballard walked me through the maze of Medicare plans! I attended four separate seminars that Chris teaches about retirement issues - I learned alot ! I appreciate being acknowledged in a personal and friendly manner as a client each time I phone or stop by the office - Chris has earned my trust with his long-standing career and experience here in Clermont .
Dominic Cicio
Oct 27, 2021
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Max G.
Oct 26, 2021
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I attended all the presentations offered by Chris and Ballard Financial. Chris is a knowledgeable person with years of experience. I met with Chris one-on-one in his office. His office has a friendly ambiance, and the staff are very friendly and helpful. I have learned much about the financial world as it relates to the aging population. Their help is highly valued and appreciated.
Vocals Incorporated Orlando
Oct 26, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Chris and his family have gone above and beyond to help me get my life in order! From a medicare supplemental plan, to a creative long term care investment, Chris cares about the whole person, not just how much money you have! I highly recommend Ballard Financial.
Chris and his family have gone above and beyond to help me get my life in order! From a medicare supplemental plan, to a creative long term care investment, Chris cares about the whole person, not just how much money you have! I highly recommend Ballard Financial.
Marian Humberson
Oct 25, 2021
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Positive: Professionalism, Quality, Responsiveness
Ballard has been my financial advisor for the past 3 years, and I only wish I had found them sooner. Their advice fits me to a "T," and my investments are growing faster than they have with any other advisor. Also, the office is very homey and pleasant.
Ballard has been my financial advisor for the past 3 years, and I only wish I had found them sooner. Their advice fits me to a "T," and my investments are growing faster than they have with any other advisor. Also, the office is very homey and pleasant.
Marie Lloyd
Oct 23, 2021
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Ray Strickland
Oct 20, 2021
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Chris and the whole team have gone above and beyond in their patient guidance in helping my wife and I with social security application , Medicare and applying, supplement choice, 401K consolidation, annuity, and helping us insure our retirement will track as needed.
They are wonderful to work with and we can honestly say we always enjoy meeting with them as it feels like family.
Ray & Elaine S.
They are wonderful to work with and we can honestly say we always enjoy meeting with them as it feels like family.
Ray & Elaine S.
Deb Pelley
Oct 17, 2021
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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.
Chet Gass
Aug 19, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I can't recommend Chris and the whole team at Ballard financial enough. They helped us secure life insurance and health insurance plans at very reasonable costs, as well as incredible financial planning for us as a new family. Do yourself a favor and hire them and thank me later!
I can't recommend Chris and the whole team at Ballard financial enough. They helped us secure life insurance and health insurance plans at very reasonable costs, as well as incredible financial planning for us as a new family. Do yourself a favor and hire them and thank me later!
