Fulcrum Wealth Management Group - Ameriprise Financial Services, LLC - Vancouver (WA)

Ben Praetorian I have been a client of Edward Jones for 18 + years. Dan Cicu is the first financial advisor (FA) that has gone the extra mile for me. He listens and formulates strategies to help me obtain my financial goals for my family. I was going to take my business to a competitor due to my frustration with Edward Jones. Dan was able to restore my trust in Edward Jones and it is solely because of Dans hard work to help me to fully understand my investments and how to improve them that gave me the reason to give Edward Jones a second chance. If youre looking for an FA that has your interests and not Edward Jones interests, first, Dan is the person to form a relationship with. Dan will work hard for you and keep you in the loop as much as you want to be involved. Dan is the type of FA that will help you because if his integrity and honesty working for his clients.

Robert Burden Great local insurance agent! Good old fashion service.

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Tawny White I currently go here for welding and I love it!! The staff is always so helpful no matter who you go to and they are always wanting to make sure you succeed at whatever you are wanting to do. Would highly recommend going to school here! Just take a glance at the website and get to know the college a bit better and maybe even set up something to do a virtual tour or one in person. I think they do virtual tours? Anyway would highly recommend for just getting out of high school or later in life like myself!!

Paul Maina Wonderful place, I highly recommend them for all your insurance and investment needs!

Sra. Chula I have been with CFCU for 30 yrs, and will never leave. I opened my first account when I was 17 and now my adult kids and mama all have accounts. When we decided to open a business, of course we had to see Tara. Tara made the process so smooth and stress free. Then when it was time to get my husbands dream truck, she was with us the whole way. She was even available via phone the 6 hours we sat at the dealership!! I absolutely love going into the Tacoma branch and being welcomed by Tara and the amazing team. She truly enjoys her work and is always willing to help out. Thank you Tara for being a huge part of our success. Tara Shovan is my person!— Kali C.