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Fullerton Financial Planning
14155 North 83rd Avenue, Peoria, Arizona, United States
About the Fullerton Financial Planning
Fullerton Financial Planning is a leading finance institution located at 14155 North 83rd Avenue in Peoria, Arizona. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment management. Whether you are looking to save for retirement, grow your wealth, or plan for the future, our experts are here to provide you with the guidance and support you need. Trust Fullerton Financial Planning to help you secure your financial future.
Photos of Fullerton Financial Planning
14155 N 83rd Ave UNIT 144, Peoria, AZ 85381, United States
Opening hours of Fullerton Financial Planning
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Fullerton Financial Planning
"Received the most irritating experience at Fullerton Financial Planning dinner meeting. Front check-in lady needs to get better training in client building skills. She is extremely bossy!! acting like a boss around potential clients. My husband and I left with a STRONG NEGATIVE impression."
"I very highly recommend Fullerton Financial Planning. I feel truly blessed to have found this company and to have Bill Drogo as our Financial Advisor. Bill is kind, professional, and cleary goes above and beyond. He spent quite a bit of time meeting with my husband and I to develop a plan for us that fits our needs and will help us fulfill our goals. Twice he stayed after hours to be sure we had all the time we needed to finish our conversations. Fullerton also provided us full estate planning services with the amazing Cindy Montana! I can't say enough about Cindy and her caring and enthusiastic approach to estate planning! Fullerton is a family-owned and oriented company. I really feel that I am the lucky one to be Fullerton's client!"
"When I decided I needed a new financial planner, I decided to interview with multiple advisors to be sure I had the right fit. I chose to include someone from Fullerton Financial based on their radio show I have enjoyed. I met with Stephanie Fullerton multiple times and was so impressed. She want through my previous year's taxes and the financial statements of investments. She was so attentive to details and actually noticed a discrepancy between a projection and most recent statement. She has an amazing knowledge of tax law and could explain how it applies to me. She is kind, compassionate, smart, and thorough. She listened attentively to my risk tolerance and situation and was willing to meet me where I am. Her fee structure was good compared to my previous planner and the others I interviewed. If you are looking for a new planner, I highly recommend you check out Fullerton Financial!"
"The entire team at Fullerton Financial are helpful, prompt, knowledgeable and sincerely make me feel I’m a valued client. I have had several financial advisors in the past but none put together a comprehensive retirement plan and gave me the confidence I could retire. I have been with Fullerton for 5 + years and am very happy with my decision. As a result, I have recommended 5 other clients to make the switch. The Fullerton team is the best!"
"From day one when I met Stephanie Fullerton, I was impressed not only with the company, but the staff as well. It is evident that Steve and Stephanie value and appreciate their employees and their customers. Fullerton Financial Planning is a family-owned business and they treat their employees and customers like family. I know I feel that way!"
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