Gypsum, CO CPA EA / About / EA/ Balcomb Financial Associates

Susan Balcomb

Member and Founder of Balcomb Financial Associates in Gypsum Co. Susan Balcomb has more than 25 years of presenting small business owners with profitable business strategies, developing long lasting relationships and valuable personal growth. Other services offered are personal credit counseling , assisting with budgets, retirement and tax plans and CFO services.

Currently holding an Enrolled Agents License, Certified Credit Counselor, Degreed in Business Administration she is a plethora of knowledge. Experience and prior licensing in Mortgage Lending, Workers Compensation and Liability Auditing, Licenses in Colorado for Real Estate and Life and Health Insurance she brings many benefits to her clientele.

Her services differ from other companies in that she will hold a series 65, 6 and 63 licenses for stock and annuity investing and this gives her a better insight as to our economy’s future, business development and valuation so she can provide advice according to the current trends. She also has the full support of associate specialist at no charge to our clients. In areas of retirement planning, insurance needs, actuaries, and specialist in funds management adding a full support system of professionals.

Susan also is very active in her community volunteering with the Vail Valley Medical Centers Volunteer Corp as Treasure and then President 2008-2011, Vail Valley Foundation with the Teva Sports events 2009-2010, Vail Valley Charitable Fund for Medical Crisis 2011 fund raising and the Vail Valley Hospice in patient care2006-2009. There is never a moment that Susan doesn’t put her all into everything she does.

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

Professionalism

Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.

Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.

Responsiveness

Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years.

Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.

Quality

An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves.

Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.

We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.

Our high service quality and "raving fan" clients are the result of our commitment to excellence.

We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.