Dashboard
Messages
Overview
Services
Location
Prices
Reviews
Fulcrum Point Financial
Cambridge, Middlesex

Financing specialist
 : 
Fulcrum Point Financial

Cambridge, Middlesex

Prices

Contact this professional to discuss your project details and price.
About Fulcrum Point Financial
Professional experience
Fulcrum Point Financial - Your Strategic Partner for Fixed Income Portfolio Support Robert Freck - Independent Financial Advisor Welcome to Fulcrum Point Financial, where we specialize in providing full-service fixed income portfolio support. As an independent financial advisor with over 20 years of experience, Robert Freck is dedicated to offering comprehensive financial planning, retirement planning, and investment management services to families and small businesses. Located in Reston, Virginia, Robert Freck is a trusted professional at Sunrise Wealth Partners. With a strong focus on retirement planning, he helps individuals and businesses effectively manage their retirement assets for a secure financial future. At Fulcrum Point Financial, we understand the importance of properly managing retirement plan assets. That's why we offer specialized investment management services tailored specifically to retirement plans. Our team works closely with RIAs, Broker Dealers, and Institutional clients, providing expert guidance on optimizing investment strategies within retirement accounts. We are proud to announce our strategic partnership with Cambridge Retirement Plan Advisors. This collaboration allows us to further enhance our offerings by leveraging their expertise in guiding financial professionals through the identification and implementation of retirement plan solutions. As part of our commitment to excellence, we stay informed on industry developments and regulations. David T. Bellaire, Esq., General Counsel and Director of Fulcrum Point Financial, has provided insightful comments on the duties of brokers, dealers, and investment advisers. His expertise ensures that our clients receive the highest level of service and compliance. Visit us at our office located at *information hidden*Wright Street, Suite 205, to learn more about how Fulcrum Point Financial can support your fixed income portfolio needs. Let us be your strategic partner in achieving your financial goals and securing a prosperous retirement. Thank you for considering Fulcrum Point Financial. [End of Presentation]

Reviews

• 0.0 • No reviews

Reviews

•
0.0 • No reviews
0.0
Just joined StarOfService
  • 5
    5 stars
    0%
    0
  • 4
    4 stars
    0%
    0
  • 3
    3 stars
    0%
    0
  • 2
    2 stars
    0%
    0
  • 1
    1 star
    0%
    0

Location

Cambridge, Middlesex (02142)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
Trending in Boston
You might also like
AccountingInsurance brokerageVenue rentTax preparationBusiness consultingBodyguard servicesDocument destructionSecurity guard servicesAdministrative supportTelemarketingDigital marketingAdvertisingSocial media marketingFlyer distributionDirect mail marketingHr and payroll servicesCredit repairMarketingTelemarketing and telesalesBanking services
Similar services
Credit collections serviceStatistical analysisData destructionCustomer service representationRecruitingFranchise consulting and developmentSignage and billboardsData entryShipping serviceAuctioneeringEmail managementWater dock servicesVending machine servicesTelesalesEmail marketingSignageMerchant service and payment processingMerchandising servicesLoan signing servicesSearch engine optimization
Do you have any questions for Fulcrum Point Financial?Explain your goals and requirements or ask for the additional information you need to make a decision.
To protect your payment, never transfer money or communicate outside of StarOfService.