Fullerton Financial Planning - Peoria, Arizona

Jovan Heusser

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!

L Y

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.

Brett Moulton

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!

Gaye Willis

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!

Phil Randklev

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!

William Babb

Anyone who ever plans to retire should visit Fullerton FP. I am very glad I did. I did a good job saving for retirement, but when it started getting close to retirement I realized I had no idea how to structure my holdings for actual retirement. I checked out several other places offering financial planning and they all proved less than satisfactory (to be polite). Steve and Stephanie Fullerton know what they are doing and are committed to making the best possible retirement for their clients. I trust them with my financial security, which is the highest praise I could give to any financial organization. I also like and trust them on a personal level. You can't do better than signing up with them.

Faye Hewitt-Lighty

I have been with two other Financial Services over the years; they were really glad to take my money but did not offer the personal service that I have received from Fullerton. Fullerton Financial service and dedication is an amazing experience. I love the fact that they give back to the community and allow the clients to join in.

Linda Pike

I am so thankful I made a decision to become a part of the Fullerton family. From the time I walked in the door, I met the First Impressions Concierge Associate, Christine Pitrat and she immediately made me feel like a close friend. Once I met Drew McKaig, I knew I was in very reliable and competent hands and my investment could be entrusted to this group of highly capable people. I feel confident my retirement is in good hands and I will not need to worry about my finances as I slip into full retirement. I feel my finances are their finances and they are deeply concerned about my well-being... When I contacted Leslie Winchester the Associate Advisor, for some more financial advice and assistance with another outside account, she bent over backwards to assist me in getting the funds transferred over. She stayed on the phone with me from beginning to end and followed up afterwards to ensure everything went through as needed. This team is the BEST!!! When I walked in, I was a stranger, then I was a friend and now I feel I am family... Thank you Fullerton Family for showing you care so very much!!! Love you all!!!