Fulcrum Wealth Advisors - Bellevue (WA)

5 /5 LOU G: Jim has been our financial advisor since our retirement in 2022. He has offered a wealth of information, listens to our needs and goals and provides honest feedback. He is forthright; sharing his opinions openly and transparently - exactly what we need in an advisor. Sincerely, Lou and Bill

4 /5 Joyce Allen: Jim Falcone provides next level financial support and services above what youll find at retail institutions including quarterly meetings and a detailed yearly review of our financial plan. We appreciate the help hes provided to us in our retirement planning and his advice on our next steps.

5 /5 B&L Campisteguy: I love that Jim at Fulcrum Wealth Advisors is always available for a call. He explains things in understandable language, and provides insights on national and world economic outlooks and how they align with our investment goals. Fulcrum provides full service financial planning and has helped us in retirement and estate planning and LTC solutions while growing our portfolio.

5 /5 James Galbraith: I first met Jim in 1994 when he was selling bonds for the law and justice center to be built in Sunnyside. He was later a guest at my house and I became somewhat knowledgeable of his desires for the financial marketplace. He has made me many bucks and I have the utmost confidence in his abilities. 5 stars all the way.

5 /5 Cynthia Canfield: Jim has done a great job managing and building our IRAs. He always keeps us informed on the latest economic market news. He shares any new marketing strategies with us regarding our money, whether in a downturn or upturn.