Business Details
About
Financial PlanningFinancial Consultant
At Fulcrum Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Lake Oswego, OR area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Fulcrum Wealth Management Group - Ameriprise Financial Services, LLC
5 Centerpointe Dr, Lake Oswego, OR
97035, United States
Hours
Frequently Asked Questions About Fulcrum Wealth Management Group - Ameriprise Financial Services, LLC
What services does Fulcrum Wealth Management Group offer?
Fulcrum Wealth Management Group specializes in financial planning services including retirement planning, investment management, wealth preservation, saving for education, tax planning, estate planning, and more.
Where is Fulcrum Wealth Management Group located?
Our office is located at 5 Centerpointe Dr, Ste 250, Lake Oswego, OR 97035, United States.
What are the business hours for Fulcrum Wealth Management Group?
We are open Monday to Friday from 8:00 AM to 5:00 PM and closed on weekends.
How can I schedule an appointment with Fulcrum Wealth Management Group?
You can schedule an appointment online through our reservation page at https://www.ameripriseadvisors.com/team/fulcrum-wealth-management-group/contact.
Does Fulcrum Wealth Management Group offer online or onsite services?
Yes, Fulcrum Wealth Management Group offers both online appointments and onsite services.
What is the best way to contact Fulcrum Wealth Management Group by phone or email?
You can reach us by phone at +1 503-546-2243 or email at fulcrumwealthmanagementgroup@ampf.com.
How can nearby real estate agents like Sandra Brickley or Kaitlin O'Kane help me in coordination with Fulcrum Wealth Management Group?
Nearby real estate agents such as Sandra Brickley and Kaitlin O'Kane can assist clients with property transactions, which complements our financial planning services especially in areas like investment and wealth preservation.
Are there financial or accounting professionals near Fulcrum Wealth Management Group that clients might visit?
Yes, L Lynne CPA LLC and West Coast Bookkeeping Group LLC are nearby financial service and accounting firms that clients may consult for tax and accounting needs alongside their financial planning.
What nearby services can clients access that complement wealth management?
Clients can access services such as mortgage brokers (Scott Munds PDX Mortgage, Tony Gillard), insurance agencies (Nationwide Mutual Insurance Company, Goosehead Insurance), and legal services (Scarborough McNeese O'Brien & Kilkenny, PC) nearby to support comprehensive financial planning.
Where can I learn more about the professional credentials and background of Fulcrum Wealth Management Group advisors?
More information is available at FINRA's BrokerCheck website (http://brokercheck.finra.org/), which provides details about our advisors' credentials and history.