Fulcrum Wealth Advisors - Bellevue (WA)

Susan M Terry Grambo is unprofessional, and does not know what she is doing. She is not trustworthy. Thus why I transferred my accounts and refuses to fix her errors.,

Christine Lancia Chris is passionate about his clients and brings a wealth of knowledge, experience, and wisdom to the table. Chris and his team provide a friendly, personally tailored experience that makes working with them (and your accounts) enjoyable and rewarding. Chris was my first financial advisor and Ive been a FC client since 2015. After a relocation, I sought Chris out when FC transferred my accounts to a different advisor who was not meeting my expectations. He took the time to receive my account and even pursued an Ohio state licensure to maintain me as a client. He’s been most helpful with managing my retirement accounts when I changed careers. I’m quite pleased with the service and advice Chris and his team provides. Just give him a call and set up a meeting to see what he’s all about.

Sally Thomae Best decision ever to become a client of Janice at Sunrise. It’s been about 10 years now and her guidance has been so very valuable. She is the most generous and kind financial person I could imagine.

Jim Lee Max gave my 18 year old son a Financial 101 seminar, instructing him on the importance of starting to invest early as he explained the time value of money. Growing financial intelligence is a big part of what Max does. He is also honest and straight-forward....the kind of person who is easy to refer.

Diane Saggau Although I have not experienced Thrivent Financial personally, I know Jessica professionally and know her passion for helping people is real and exceptional. I would definitely recommend Thrivent Financial.

GoAsk Chaz Our experience with Stone 8 Wealth Management, particularly with Robert Lo, was fantastic! Robert’s expertise, professionalism, personalized approach, and meticulous attention to detail made the cost worthwhile. From the moment we started working with him, we were impressed by his friendly, personable demeanor and his great sense of humor, which made the process enjoyable and informative. Robert offered insightful suggestions that we had not previously considered or were not aware of. His thorough analysis also helped us make crucial hard decisions with confidence. We couldnt be happier with the service and advice we received.

December Winter Absolutely love this company and its employees. My wife and I have been using this company for over 5 years now and have nothing but great things to say about this organization. We recently referred some good friends of ours and they were so impressed they bought us dinner, as a thank you. We do not tend to trust a lot of folks with are taxes but Northwest Financial Services is extermly trustworthy. They are so terrific. We love their prices and the piece of mind we get knowing it will be done right the first time. We used to visit them at there office but with everything going on they told us they could do them remotely if we wanted or we could still come in. They left it up to us, we were shocked. We like how they didnt and dont force anything upon us. Honestly we miss going into the office, the friendly hellos, the smiling faces, the one on one interaction. If you are looking for the home town feeling, that personal experience involvement then you found the right place. Thank you so much Northwest Financial Services, please keep up the great work!

1brokenwrench My wife and I had a wonderful experience with Mr. Claudio. Mark is very personable, polite, professional and knowledgeable. He was more than able to answer our questions. Mark is also quick to respond with answers to questions he needed to research to give us the best possible solution(s) to our financial and retirement needs. First Command is blessed to have Mr. Claudio. The wife and I felt blessed to have such great counsel. Bravo Zulu (Job well done) to Mr. Claudio and everyone at First Command!

Trish Fl HFG Trust has been our financial advisor for many years. We have found everyone at HFG to be professional, knowledgeable, helpful and personable. The advisors take into account your income, lifestyle and future long term needs as they monitor and manage your accounts. Well prepared annual visits and quarterly reports keep us informed and any questions we have are addressed quickly. HFG is an excellent business to work with.