I don't have a single bad thing to say. I've been working with Jim for a long time…read more I've been an investor for 40 years, But Jim's a better stock picker than I am

When I first came to Fulcrum Wealth I learned that's being retired put me in a different category…read more I tell you I was nervous but talking to Jim and his team put me at ease and put a plan that's worked for me.

Adam is an amazing asset manager. He has consistently been able to get my investments high returns…read morewhile providing securing and peace of mind. I would highly recommend him to friends and collegues.

Adam Droker of Waterrock Global has been my go to guy for investment and financial planning advice…read morefor nearly a decade. He is a wealth of knowledge and has helped grow my portfolio through the downturn and the current bull market. He's also been a great resource and consultant for me on a variety of other investment opportunities. Occasionally we disagree...sometimes I've been right, but usually his is advice is better then my gut and I go with his recommendations. One of the great things about Adam is he truly wants to see his clients fulfill their financial dreams and goes out of his way to be available as well as to call with potential stock opportunities as they arise. It's been a pleasure working with Adam and I look forward to many more prosperous years of growth...and an early retirement :)

Calen Johnson has been my financial advisor for the past 2 years. He is a man of God, a man of…read moreintegrity and someone I trust with my finances. I highly recommend this good hearted and caring individual. He is not too pushy and is highly respectful. I have faith that he will be able to help anyone who have plans for retirement or just need a little financial guidance. You will be blessed if you try him, I guarantee it!

Calen has been our financial advisor for a few years now and not only is he genuine and truly a…read moregreat person...but he is very knowledgable and helpful. He will guide you step-by-step towards any financial goal you may have. Highly recommend and trust!

No parking available and no parking assistance from FNT…read more They want to be unfindable seems like ! You come this way spend another 20 min for parking!

Great service, worry free, if you don't want hassles, this would be a great choice. We would go…read morewith them again.

Being a couple looking forward to retiring within the next ten years but with having done little…read moreplanning for retirement, John was exactly what we needed to prepare and navigate for the years ahead. He has worked at our level, helping us to become knowledgeable and prepared for the road ahead, without any pressure and with lots of patience. His style was relaxed and he went at our pace, answering numerous questions and providing the guidance, confidence, and support we needed. He is a rare find, being that blend of compassion and integrity that is hard to come by in the world of business these days.

After many years having Steve Abrew doing our tax returns here in Camas, WA,l last years were never…read morefiled and a return of $392.00 was never sent to us. I've tried and tried calling, and emailing and have had no result. I feel that this is inconsiderate and unprofessional. If you aren't going to do tax prep, just send out an email to tell your clients to find someone else!!! Now it is 2025 and I'm forced to look for another tax prep. Not angry, just disappointed.

They have helped us for years inspite of our own delays. They're very experienced and very…read moreorganized with collecting needed information.

I'm writing this review around first week of April 2025 when the stock market has tanked over the…read morelast few days. I've been retired for a year or two. Life would and should be an absolute bummer for me right now. But I'm sitting on the beach right now watching the tide roll in. I sleep real well. I have my retirement in buckets. I'm not selling stocks at the bottom just to live.

Yes they do a good job of explaining their program and marketing annuities (which pays them…read morehandsomely). However , if you don't follow their initial plan to a T they get quite upset and let you know it. I challenged them on fees their Brokerage house of choice kept charging me monthly. They continuously told me these are the brokerage house fees and not their fees. The Brokerage house said they were my 'advisor's fees'. Shortly after this Retirement Solution terminated me as a client. I stayed at the same Brokerage house and over a year later never saw another nit picking fee that was unexplainable. They lied to us repeatedly for sure. Glad to be rid of them and I would urge everyone to do business with a different firm. Also, their choice of annuities pays them well but may not be very beneficial to you!

David is my second agent with All State after the initial agent retired. I cannot express enough…read morehow great he has been. All State's stellar coverage and service levels aside, having had insurance for years through various other companies, I can tell you that David treats you as a customer and not a number. He is always quick to answer any question directly and provides great advice on how to get the best out of your coverage. You are not passed on to an assistant. David will answer emails personally and in fact calls you to discuss things directly via phone. Imagine old school customer first service levels. Unfortunately for me, I'm moving out of state and will be transferred to another All State Agent. Writing this review in the hopes he can get a couple of other clients to replace me. Cannot recommend him enough.