3 Best Financial Services in Peoria, AZ

“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.”

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“Rock Martin Private Wealth Management, 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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“Bergen Financial Group: Darcy Bergen is the firm's managing partner and financial advisor. He is a Certified Retirement Financial Advisor who offers 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 its 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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