Fulcrum Wealth Management Group- Ameriprise Financial Services, Inc. - Kennewick (WA)

Barb weiler I was not sure what to do with my 401k accounts when I was downsized from my job, Scott listened, asked the questions, analyzed my risk tolerance and future needs for retirement. He made the transfer of funds process easy and understandable! I recommend Scott for anyone interested an advisor who will listen to your needs, wants and he will explain if you do not understand!

Elizabeth Cruz Johnson Bixby, and especially our financial advisor Kim Baker CFP, have profitably managed our financial portfolio for over 10 years. While it’s been a successful professional relationship, it’s also become a valued personal relationship. Kim has come alongside the stages of our family from elementary school to college to semi-retirement. Together we’ve weathered job changes and moves. From the start Kim listened to us and respected the risk level that was acceptable to us. Her financial advice was always backed up with sound judgment that she explained well. Truly, Kim was a pleasure to work with. We wish Kim and her family all the best as she enters well-deserved retirement! Thank you Kim for your years of service to our family.

Becca Tracy Working with Beverly has been a game-changer for my finances. I was in my early 30s when we connected, and I wanted to get my finances under control, but had no idea where to start. Beverly made everything feel manageable—she explained things clearly, answered all my questions with patience, and helped me build a plan for budgeting, saving, and investing. Shes SO great and so helpful. I have been sending all my friends to Beverly. I highly recommend her to anyone looking for a thoughtful and knowledgeable financial advisor, especially if you are new to investing and working with a financial advisor. Whatever the issue, she can help you figure it out!

Dustin Thomas Jeremy is intelligent and polite. He uses great terminology to help someone like myself understand finances and investments!

Sally Kamvachirapitag Today my life is complete and full with a blessed future full of opportunities. We bought our home November 2022. Since our purchase we have had a place to call home. This home provides no stress and love to all who resides and visits. Its a place to gather with family and friends. A place to make future goodness. The purchase was a long awaited struggle and financial fight in our life to finally see a reality that was once just a dream. Unsure if we would have what it took. With slim to bring to the table, we were blessed with such an amazingly talented mortgage broker, Monica Nation. She made every step feel like a WIN. She gave us confidence in all we had to qualify with. She is personable, highly intelligent and professional. THERE IS ABSOLUTELY NO ONE ELSE LIKE HER! We felt 100% faithful and completely confident in our home purchase with MONICA NATION. Thank you ❤️

Jason Johnson Awesome staff who know what theyre doing.

Maria De Bruyn Kim has been very helpful in financial coaching for our personal finances and business coaching. She took our unique situation and gave us a way to track everything that worked for us. Each session was value-packed, making it worth the expense. With only a few months in, I can already see how we can achieve our goals much more quickly and efficiently. Kim is also very responsive and will answer any questions I have in between sessions, which is very helpful.