3 Best Financial Services in Fullerton, CA

“Gold Line Insurance And Financial Services takes time to understand clients' situations, challenges, and worries. Jordan Mangaliman is the firm's owner and advisor. At Gold Line Insurance And Financial Services, the team's mission is to help clients become more financially literate and truly understand their finances. They partner with financial professionals who embrace servant leadership. Their custom-built wealth strategies ensure that plans are tailored to fit each client's needs and keep them in the driver's seat at all times. As a team, they build a unique strategy to tackle specific goals and obstacles, breaking it down into simple, actionable steps. By tailoring financial retirement plans to each person's needs, they empower clients to take control of their futures.”

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“Cathy Magallanes-Munoz is the national sales director and Primerica financial representative. She became a Primerica Financial Representative because she wanted to help her neighbors, the residents of Fullerton, and the surrounding communities with their financial and life goals through a personalized investment strategy. She feels proud to offer great customer service to everyone who comes into her office. She strives to treat each customer with respect and integrity the way she wants to be treated. She welcomes Fullerton residents to call or visit her office to see how she can help them achieve their financial goals and dreams. Primerica is a financial services firm helping the middle-income market in the U.S., Canada, Puerto Rico, and Guam. Since 1977, they have pioneered the philosophy of addressing two of the biggest financial needs: providing income protection through term life insurance and savings for the future with a sound investment strategy.”

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“Eclectic Associates goal is to provide comprehensive financial planning and investment management to help you feel confident about your money and your future. As fiduciary financial advisors, they act in your best interest because they are legally obligated to do so and because it is the right thing to do. They do not receive commissions or fees from the investments and services they recommend. They can provide unbiased financial advice by refusing compensation other than client fees. Their mission is to offer you the financial clarity and freedom to enjoy the rest of your life. At Eclectic Associates, you will receive the support of a team with extensive experience and expertise to meet your needs. They have created a financial planning process that helps them discover and implement your plans while maintaining regular communication with their clients. Contact them to schedule a consultation.”

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