Why choose this provider?
The Fulcrum Financial Group is a female-owned company serving customers in Spokane and the surrounding areas. It was founded more than two decades ago by Sarah Carlson. It has a team with more than 50 years of collective industry experience. The team strives to solve their clients' money problems through a range of services, which include divorce, retirement, estate, and legacy planning. The company also offers investment opportunities and ways to strategize and save on taxes.
Reputation:
Professionalism:
- Responsiveness
- Friendliness
- Helpfulness
- Detail