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    Fulcrum Wealth Advisors

    4.4 (12 reviews)
    Closed 8:00 am - 4:00 pm

    By appointment only

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    Services - Fulcrum Wealth Advisors

    Debt management

    Estate planning

    Investment management

    3 More Services

    Retirement planning

    Tax planning

    Trust planning

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    Recommended Reviews - Fulcrum Wealth Advisors

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    3 months ago

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    Mia F.

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    3 months ago

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    3 months ago

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    3 months ago

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    Mia F.

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    3 months ago

    We have worked with Jim for over six years and he has seen us transition to retirement. Very satisfied with his investment services.

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    3 months ago

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    3 months ago

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    3 months ago

    I don't have anything to say about Mr. Falcone, he has helped me with my IRA at the time it was something to deal with it.

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    4 months ago

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    7 months ago

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    9 months ago

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    11 years ago

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    Ask the Community - Fulcrum Wealth Advisors

    Review Highlights - Fulcrum Wealth Advisors

    It's nice knowing a full service financial professional is watching over and growing our portfolio while we enjoy our retirement.

    Mentioned in 3 reviews

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    Creative Money

    Creative Money

    (55 reviews)

    Downtown

    I had a terrible experience, paid an incredibly high price for a lot of disorganization, confusion…read moreincluding plain old math errors -- like the numbers literally weren't calculated correctly -- resulting in apologies, blaming their mistakes on lack of focus due to the death of their pet.

    I reached out to Creative Money in 2016 for my first financial planning session as an adult. At the…read moretime I was in a new job as a contractor and really needed help with planning. Mindy was great, walked me through a plan and i was headed off to the races. I'm not sure I really understood it, but I rolled with it as best as I could. Fast forward a handful of years later and I wanted to revisit my plan. A lot changed from job to income and I needed something new after selling some real estate. The 2nd experience wasn't quite the same for a number of perspectives. What hit me the hardest was hearing what was said about my situation behind the scenes after my first consultation with Mindy. The planner (Sam) actally said outloud they didn't believe I could make something happen with the previous plan. Guess what, I did do something. Now I'm in need of another plan after an unexpected windfall, but don't trust the experience won't be the same. The other part I don't get is why it was suggested to open a brokerage account (which I did based on the plan) when playing the stock market is not something I do or comfortable with. Anything having to do with stocks and the market scares me and I'm very uncomfortable on any financial site outside of a bank. Nothing makes sense and vocabulary is vague. I expressed my discomfort in this area and needed a lot of hand holding to execute moving funds and opening a brokerage account. I still don't understand this one, but I did it based on a recommendation. Now I am sittiing with a brokerage account and it's doing nothing because the thought of it just paralyzes me. While the set it and forget it method is great concept in theory, it's only as good as the plan and the clients ability realistically execute. Although the 2nd plan was a great idea to retire at 62, it had zero reality of lifes unexpected changes. Good Luck!

    Fulcrum Wealth Advisors - financialadvising - Updated May 2026

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