Fulcrum Wealth Management Group - Ameriprise Financial Services, LLC

(on macadam ave)
Financial and Investment Services in Portland, OR
Financial and Investment Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

4380 SW Macadam Ave
Portland, OR
97239

About

Serving you in these unprecedented times

During the current period of market pressure, we’re watching the markets closely and are committed to helping you navigate the cycles of volatility.
We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let’s talk. Together we can determine what, if any actions, you can take. We’re available to connect with you as is most convenient during this time, including by phone or online.

Photos

Fulcrum Wealth Management Group - Ameriprise Financial Services, LLC Photo Fulcrum Wealth Management Group - Ameriprise Financial Services, LLC Photo

Latest

It's National Voter Registration Day! Are you registered? Follow the link for more info and resources. https://nationalvoterregistrationday.org/ NATIONALVOTERREGISTRATIONDAY.ORG National Voter Registration Day
A year from now, you’ll be glad you remained focused on your long-term goals today. We're here to help you stay on track. YOUTUBE.COM Tomorrow’s success starts with today’s planning
A Greek word used by the Roman stoic philosopher Seneca, euthymia is a state of mind that produces tranquility. At Fulcrum, we strive to guide our clients, by developing a plan and helping them stick to it.
Save the date! We will be hosting an important virtual event, "A View from Washington: The Election & The Markets" on Thursday, 10/8 at 11am PT/12pm MT with special guest Libby Cantrill. For more event info and to add to your calendar, visit our website: AMERIPRISEADVISORS.COM Ameriprise Advisor
September is Healthy Aging Month. What’s your secret? Is it an early bedtime, a healthy diet, regular exercise or something else entirely?
We will never forget.
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress. www.fulcrumwealthmanagementgroup.com
Our virtual event is today! Join us at 11am PT/Noon MT for "A View from Washington: The Election & The Markets" with special guest Libby Cantrill, Managing Director and Head of Public Policy with PIMCO. https://www.ameripriseadvisors.com/team/fulcrum-wealth-management-group/events/
Investors appear optimistic Wednesday despite an unclear path to sustained economic recovery. FORBES.COM Stocks Recover After Trump's Back And Forth On Stimulus, Claims He'd Sign Standalone Bill
October is National Cyber Security Awareness Month. This month and every month, it’s important to be alert and aware of threats to your investments and personal information. AMERIPRISE.COM 5 types of fraud to watch out for
Working toward your long-term financial goals starts with making the next right move.
Join us this Thursday for our timely virtual event! https://www.ameripriseadvisors.com/team/fulcrum-wealth-management-group/events
Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote.
Safely dispose of your unused medications today on National Prescription Drug Take-Back Day. More info and drop locator on the DEA website: https://takebackday.dea.gov TAKEBACKDAY.DEA.GOV Take Back Day
Happy birthday to Portland and Vancouver based Financial Advisor, Vieng Bounnam! We hope you have a wonderful day.
“Love one another. We don't need more instructions; we need more examples.”
Put stock market conditions into perspective within a portfolio. In a new Ameriprise videocast, experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposals. Watch on our website via the link below. AMERIPRISEADVISORS.COM Ameriprise Advisor
Happy birthday to Reno-based Office Manager and all around amazing team member, Jenna Busick! Here are just a few of Jenna's admirable qualities shared by her Fulcrum family.
Are you scaling back your Thanksgiving celebration this year? Here’s some tips to celebrate simply – and safely – this season. MARKETWATCH.COM 16 ways to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
Join us in wishing Financial Advisor Devlin Carothers a very happy birthday! We hope you have a wonderful day.
Join us in wishing Financial Advisor Devlin Carothers a very happy birthday! We hope you have a wonderful day.
Join us tomorrow at 10am PT/11am MT for our virtual event: Behavioral Finance - Why investors make the decisions they do. This session will explain the roots and reasons behind our decision making and provide some tools and strategies that can be used to address behavior challenges that may hinder financial success. https://www.ameripriseadvisors.com/team/fulcrum-wealth-management-group/events AMERIPRISEADVISORS.COM Ameriprise Advisor
It’s World Kindness Day. Fulcrum is currently showing kindness by hosting virtual food/fund drives in our communities. If you are able to donate, anything helps! Idaho Food Bank: https://idahofoodbank.org/fulcrumwealthmanagementgroup/ Food Bank of Northern Nevada: https://fbnn.org/FulcrumWealthManagementGroup/ Second Harvest (Tri-Cities): https://charity.gofundme.com/o/en/campaign/fulcrum-wealth-management-group-food-drive1 Clark County Food Bank: https://www.clarkcountyfoodbank.org/fulcrum-wealth-management-group-food-fund-drive
We are a week away from our next virtual event, "Behavioral Finance: why investors make the decisions they do" on Wednesday, 11.18. To add to your calendar, visit our website! https://www.ameripriseadvisors.com/team/fulcrum-wealth-management-group/events
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Starting in a little over an hour! Join via the link below, password is: Fulcrum2021! https://ampfadvisors.webex.com/ampfadvisors/onstage/g.php?MTID=ebd573d33fb981d1eeb463ac983b52701
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who inspires you?
With the recent headlines, our virtual event this week promises to be timely and informative content. For more information and to add the event to your calendar, visit our website: https://www.ameripriseadvisors.com/team/fulcrum-wealth-management-group/events/
While our team kickoff meetings look a little different this year (virtual), we are thankful for the time spent together this week planning how to best serve our clients. Our theme for 2021 is "A Better Year, A Better You" and we are excited for what's in store. Thank you for your continued trust in us.
Join us next week for our next virtual event! In this presentation we’ll explore today’s financial environment with an eye on future trends and opportunities. For more information, visit our website: https://www.ameripriseadvisors.com/team/fulcrum-wealth-management-group/events/

Information

Company name
Fulcrum Wealth Management Group - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Fulcrum Wealth Management Group - Ameriprise Financial Services, LLC in Portland OR?
    You can reach them at: 503-546-2243. It’s best to call Fulcrum Wealth Management Group - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Fulcrum Wealth Management Group - Ameriprise Financial Services, LLC on macadam ave in Portland?
    Fulcrum Wealth Management Group - Ameriprise Financial Services, LLC is located at this address: 4380 SW Macadam Ave Portland, OR 97239.
  • What are Fulcrum Wealth Management Group - Ameriprise Financial Services, LLC(Portland, OR) store hours?
    Fulcrum Wealth Management Group - Ameriprise Financial Services, LLC store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.