Here’s The Deal: Fullerton Financial Planning has decades of combined experience helping people find answers to complex financial questions. Stephanie Fullerton is the President and Co-Founder of the Fullerton Financial Planning. Their team’s holistic approach focuses on more than just equities, annuities, real estate, and other investment vehicles intended to generate supplemental retirement income. Their goal is to help you attain that peace of mind with well-thought-out strategies that combine various investment and insurance products with comprehensive planning. At Fullerton Financial, they value building relationships with their clients. They want to know about you, your family, your goals, and your dreams. The more they get to know you, the easier it can be to create a plan that accomplishes your ideal retirement. They develop long-term strategies encompassing every component related to financial stability, including estate planning, insurance products, tax planning, and charitable giving.
3 Best Financial Services in Peoria, AZ
Expert recommended Top 3 Financial Services in Peoria, Arizona. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 FULLERTON FINANCIAL PLANNING REVIEWS
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.
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.
Scott Prebel and the entire team at Fullerton have helped me to retire with peace of mind and I feel as if I would not be in the position I am today if not for Fullerton. I don't have a lot, and yet you have secured me enough to live ad to thrive on. In the short time my wife and I have been associated with Fullerton, not only can I live peacefully knowing I can make it, but I've also come to feel like I've gained a friend who has my back. Thank you to every one.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Rock Martin Private Wealth Management is an independent Financial planner in Peoria, Arizona. Marty Urbanowicz is the president and Wealth Advisor of the firm. With over 17 years of experience in the industry and a national client base, his experience in wealth and asset management allows him to share innovative financial strategies that are pivotal to achieving financial prosperity. He completed a bachelor's degree in economics and finance from the State University of New York at Buffalo. He has a minor in engineering science, which provides an analytical component to his business background. After years of study, he earned the prestigious Certified Financial Planner certification. The Rock Martin Private Wealth Management team encourages you to explore the potential rewards available when building a lasting relationship with a passionate, credentialed advisor you can trust. They are confident that their commitment to you in service, communication, education, and knowledgeable advice will exceed your expectations.
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TOP 3 ROCK MARTIN PRIVATE WEALTH MANAGEMENT REVIEWS
I highly recommend Marty Urbanowicz and Rock Martin Management. Although I’ve only been with them 3 years it feels much longer and they feel like family. Marty is extremely knowledgeable about the market and he manages your money as if it were his own. He keeps you abreast of your portfolio and encourages you to reach out to him with any questions and concerns. If he is unavailable for any reason a co-worker has always immediately stepped in to handle my needs. Marty was referred to me and it was an excellent referral.
I have worked with Marty Urbanowicz for over 15 years. Marty is extremely knowledgeable and I have learned a great deal from him. Always available to answer any questions, takes the time to educate me with what is best for my future retirement. Marty monitors the trends closely which I appreciate. Marty is ethical, trustworthy and an asset to anyone. I have referred many people to him over the years. I recommend you meet with him. You will not be disappointed.
I have been working with Marty Urbanowicz and Rock Martin Private Wealth Management, as my financial planning cornerstone for many years and highly recommend Marty as a partner in your financial planning journey. I have been provided an individualized approach to met my goals and have had complete access to Marty's advice as my goals, even as they have evolved over the years. This customized service has led to me to believe I have a true partner in planning my financial future.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Bergen Financial Group is one of the leading financial consultants in Peoria, Arizona. Darcy Bergen is the firm's managing partner and financial advisor. He is a financial advisor and Certified Retirement Financial Advisor who can offer investment and insurance products and services. As the founder of Bergen Financial Group, Darcy Bergen believes in giving their clients a foundation of learning so they can work as partners in retirement planning. The team seeks financial clarity, solutions, and services that allow clients to focus on what they care about most. As independent financial professionals, they can partner with the individuals they believe to be best in class. They have assembled a team of experienced and knowledgeable professionals to serve and support clients across a lifetime of evolving needs. They know many people are intimidated by the complexity of financial planning. Bergen Financial Group strives to earn their clients' confidence every day. They cut out the jargon to ensure clients grasp the concepts they need. Bergen Financial Group starts by understanding their clients' needs and goals. The team understands that better clients understand their financial plans and partner with them to live their best retirement.
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Fri: 9am - 1pm
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TOP 3 BERGEN FINANCIAL GROUP REVIEWS
I am very happy working with Brian Meythaler, a CFP and fiduciary at Bergen. He and their entire staff are always available to answer questions in person and on the phone. I feel much relief knowing I am getting excellent and expert advice on managing taxes and spending IRA funds that helps lower our tax burdens moving forward into retirement, as well as other valuable investing advice. I am relieved to be in their capable hands.
I have worked as Mr Bergen's window cleaner for years. He tells me that he was a window cleaner at one time. My business is only 4 years old and 4 kids on child support so not much to invest but I can say he has always treated me with the utmost respect and paid me fair including a gift durring the holidays. I can with confidently say when it is time to invest Mr Bergen's character warrants my trust.
We would like to share a very positive experience we had when working with Brian Meythaler at Bergen Financial. His style was very thoughtful both in terms of his expertise and also in answering numerous questions that we had. Heading into retirement can be a little stressful, but Brian made it much easier. Bob & Wendy.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.