Fulcrum Financial Group

The folks at Fulcrum Financial Group are an immensely knowledgeable and personable team of Spokane financial advisors. They listen to what YOU want in life, and they'll help you financially get there. If you have an ideal lifestyle in mind and are stuck with financial planning, I highly recommend you check them out. You'll see why Sarah, Katie, Travis and the rest of the team love what they do. They're laser focused on helping you achieve your goals!
Jan 16th, 2022

Fulcrum takes care of you so well you feel like a member of the family. They are very prompt and responsive and make great investment decisions. Most importantly, they clearly care and take the time to understand you and your goals. I have referred several friends and family and they all love Fulcrum, too. Sarah, Travis, and the whole team are great. I highly recommend.
Dec 25th, 2021

The group at Fulcrum Financial took our (my wife and I) once average-at-best portfolio and turned it into a money-making machine. Sarah and her team are very professional and they are definitely in tune with our financial needs - a highly-recommended company to work with you and your money.
Sep 28th, 2021

Fulcrum Financial is a superior financial planning group. Their prompt communication and investment strategies have given me incredible confidence regarding my financial future.
Sep 6th, 2021

Sarah, Travis and the rest of the staff have given peace to our financial future. As most of the world was in a panic as Covid-19 lockdowns were put in place, the team at Fulcrum Financial Group stayed calm and help ease my tensions regarding my investments. I look forward to many more years building a more secure future with Fulcrum Financial Group.
Aug 13th, 2021