3 Best Financial Services in Peoria, AZ

We have entrusted our retirement investment savings to Fullerton Financial Services for a year now and we are pleased with the service. We love working with Zach. He is incredibly knowledgeable and we trust he has our best interest at heart. He takes the time to listen to our questions and has always provided us with great advice. The office staff are super friendly and professional. They always go out of their way to make us feel comfortable and special every time we visit the office. We are also very impressed with the additional educational services and events provided each month. We highly recommend Fullerton Financial Services, we truly feel like we are part of an extended family and we wish we would have reached out to them sooner.

From the first time we met with Fullerton we felt we made a good decision. You will feel confident in using all of their services and know they have your best interest in mind. With all of their services, it just makes life so much easier knowing it's a one stop shop for all of our future planning. We do not hesitate to pick up the phone and ask our advisor questions that may arise. We have nothing but good things to say about all of Fullerton Financial and all the services they offer. Top notch professionals all the way!!!!

We have had a great relationship with Fullerton. First with Drew then after he retired, Zach Tobey. They both took the time to thoroughly understand our financial goals for retirement and work with us to set up a plan to reach those goals. They are also always keeping us up on the latest new tools and strategies to reach those financial planning goals. I would definitely recommend Fullerton and Zach Tobey to anyone wanting help with planning their financial future.

I have been a client of Bergen Financial a few years. When I was trying to figure out what to do with my 401k funds that needed to be invested I saw that Brian Meythaler was a CFP and I set up time with him. Brian took the time to analyze my account and make recommendations to me on where to move funds around. He also talked to me about other investment opportunities outside the 401k. He was very thorough and pleasant to work with and I would recovered him to anyone needing financial advice.

I can’t say enough good about the solid and professional financial advice Darcy has provided. We’re retired and our portfolio has been performing better than the overall market which gives us great comfort. I would highly recommend Darcy and his team of experts especially if you are nearing retirement! Don’t wait until you retire. Thank you, Darcy

Jeremy is an excellent financial advisor. I came in with very little knowledge on the topic and he has taken the time to help me understand the ins and outs of investing my money. He has been a huge help to me and I highly suggest working with him!