Fulcrum Capital Partners

CONNECT

Address:

20621 North Main St.
Cornelius, NC 28031

Phone:

704.892.1646

Fax/Other:

704.892.4747

Our Practice

Fulcrum Captital Partners Office LocationFulcrum Capital Partners is a financial services firm offering a full suite of financial products and services.  We serve the needs of small business owners and key executives, as well as many individuals and families. 

We offer employee benefits such as 401(k) plans, individual and group insurance (life, health, disability, long-term care), executive compensation, and bonus plans.  We also offer investment and insurance products to individuals and families including college savings, retirement plans, and insurance (life, health, disability income, long-term care).  In addition, several of our professionals offer comprehensive fee-based financial planning services.

At Fulcrum Capital Partners, we take pride in our ability to provide clear, easily understood explanations of financial products and services.  We believe in honest, full and fair disclosure and we hold ourselves to the highest standards of ethics and integrity.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck