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BalancedCare is a non-profit organization established in 2013 with a mission to empower seniors and individuals with disabilities to maintain their independence and quality of life. We provide personalized financial services that simplify the process of accessing benefits and managing finances, allowing you to focus on what matters most.
1. Pooled Trusts
A BalancedCare Pooled Trust is a legal trust that allows individuals, who qualify for Medicaid, to preserve a portion of their income while still receiving necessary benefits. We guide you through the process of setting up a trust and ensure you maximize your savings.
2. Representative Payee Services
Our experienced team acts as your Representative Payee, handling the budgeting and disbursement of your funds. This frees you from the burden of managing your finances, allowing you to focus on your well-being and independence.
What Sets Us Apart
- Client-focused approach: We take the time to understand your unique needs and tailor our services accordingly.
- Compassionate and supportive: Our team is dedicated to providing personalized guidance and understanding your concerns.
- Extensive expertise: Our professionals have deep financial experience and are familiar with navigating the complex qualifications for various public benefits.
- Transparency and accountability: We maintain open communication and provide clear documentation throughout the process.
Why Choose BalancedCare?
- Trusted and non-profit organization.
- Certified professionals with proven expertise.
- Comprehensive financial approach tailored to your needs.
- Competitive fees and transparent communication.
- Dedicated to empowering individuals to maintain their independence and quality of life.
More Information
For a personalized assessment of your situation and to learn how BalancedCare can help you achieve your financial goals, contact us today. We look forward to discussing your unique needs and collaborating with you on your journey towards financial security and peace of mind.
Poor Customer Service and Inefficient Systems
Many reviewers have expressed frustration with the customer service provided by Balanced Care, citing issues with phone calls not being answered, emails not being responded to, and a general lack of support. Several reviewers have mentioned feeling like they are just numbers to the company, rather than being treated like valued customers.
Lack of Accountability and Transparency
There is a sense of mistrust among some reviewers, who feel that the company is not transparent about their financial dealings. One reviewer mentioned not receiving a receipt at a Walmart store, and another mentioned having to wait for months to receive a statement about their account. This lack of accountability has led to feelings of resentment and anger among some customers.
Difficulty with Financial Management
Several reviewers have expressed difficulty in managing their finances due to issues with their bank accounts and OTC (over-the-counter) cards. One reviewer mentioned having to mail in a monthly balance sheet, only to receive a balance that is not clear or accurate. Another reviewer mentioned having to wait for a new bank card to be sent to them due to a problem with their existing card.
Mixed Experiences
While some reviewers have had negative experiences with Balanced Care, two reviewers have reported positive experiences with the company. One reviewer mentioned that phone calls are now being answered in a more consistent manner, and that the person handling their mother's financial issues is caring and responsible. Another reviewer praised the company's helpful and willing staff, and would recommend them to others.
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