3 Best Financial Services in Fullerton, CA

“Gold Line Insurance and Financial Services believe that communication with their client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. Jordan Mangaliman is the owner of Gold Line Insurance and Financial Services. He received his Bachelor’s degree in Finance at UC Riverside. Jordan has been serving his clients for over 13 years and has helped over 1,200 families across the nation, spanning from Hawaii to New York. His diverse base of clients entrusts him with their financial well-being, and he proudly owns a record free of any consumer complaints. This is a direct result of the core values at Gold Line Financial.”

“Cathy Magallanes-Munoz is the national sales director and a 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. She do not charge any fees for consultations or ongoing planning. Her program is designed to be accessible and tailored to your specific financial goals. 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.”

“Eclectic Associates' goal is to provide comprehensive financial planning and investment management to help you feel confident about your money and your future. They are a Registered Investment Advisor firm providing fee-only, fiduciary services. Their mission is to give 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.”