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. 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 face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
FULLERTON FINANCIAL PLANNING REVIEWS
The entire team at Fullerton Financial are helpful, prompt, knowledgeable and sincerely make me feel I’m a valued client. I have had several financial advisors in the past but none put together a comprehensive retirement plan and gave me the confidence I could retire. I have been with Fullerton for 5 + years and am very happy with my decision. As a result, I have recommended 5 other clients to make the switch. The Fullerton team is the best.
From day one when I met Stephanie Fullerton, I was impressed not only with the company, but the staff as well. It is evident that Steve and Stephanie value and appreciate their employees and their customers. Fullerton Financial Planning is a family-owned business and they treat their employees and customers like family. I know I feel that way.
The most professional and qualified financial advisors anyone could ask for. They have done so much to help us achieve our financial goals for today and well into the future. If you are looking for a financial advisor I know you will be as pleased as we have been if you choose Fullerton Financial Planning to prepare you for your future.
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Bergen Financial Group is an independent company with the freedom to select products that fit your goals. Their people bring a broad scope of financial experience to make retirement happen every day for their clients. Educating their clients and simplifying the financial complexities. 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 you grasp the concepts you need. They specialize in Retirement, Estate, and Income Planning. Bergen Financial Group starts by getting to know its clients, their needs, and their goals. They understand that better clients understand their financial plans and partner with them to live their best retirement.
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BERGEN FINANCIAL GROUP REVIEWS
Well I'm so glad that I found Bergen Financial Group. I went to the financial seminar which was very informative and helpful. I made an appointment with Don and Debra regarding what my financial health was in regards to retirement planning and what ways I could improve so that when the time comes to retiring I am set. They helped me improve my status of my life insurance policy. Helped me with setting up a Living Trust. They really are looking out for what is best for me as a person not a number. They were very honest, professional and willing to take the time to educate me. If you are looking for financial assistance, I would recommend them at this company.
We would like to express our sincere gratitude to Bergen Financial Group. The company (Darcy and his staff) are doing a great job as far as giving us a lot of information and explanation regarding investments. We had several meetings with Darcy and Jeremy, and they showed an extraordinary professionalism and spent a lot of time with us, making sure that we understood all the options of available investments that suited our goals. We are very happy with Bergen Financial Group and happy to be their clients.
Darcy and his staff is always professional and helpful. Darcy is the best fiduciary I know and is always available to assist you with your financial needs. I would highly recommend Bergen Financial to everyone.
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Charles Schwab is one of the best financial services located in Peoria, Arizona. Charles Choe is the Branch Leader and Financial Consultant of Charles Schwab. You will find friendly, personalized help from an experienced team. They offer a wide range of tools to help clients align their actions with their financial goals. Their expert team provides brokerage account planning, investment products, and retirement planning. As members of your local community, Charles Schwab has eligibility requirements to work with a dedicated Financial Consultant. They welcome you and are committed to giving you straightforward and complete answers to your questions. Clients are encouraged to schedule an appointment before visiting to receive the best possible financial service and needs.
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CHARLES SCHWAB REVIEWS
The office is immaculate. Not only that, but the service is out of this world! The BEST and most professional financial consultants I've met. I don't normally recommend investing firms but, when I do, it's THIS Charles Schwab. I went in and talked to a gentleman named Jonah and he set me up with what I needed. No pressure. No hassle. In an age when employees are set to ask more and more out of their clients, this was a refreshing experience. i felt like Jonah was personally tailoring to my needs and wants. He explained how my previous account with a different firm was actually not in my best interest, in layman's terms. A great experience, would do again. 10/10 much wow.
Was a Fidelity client, but was treated badly, which brought me to Schwab. They listened, were friendly and willing to work with me. Very professional and highly recommended.
Very great to work with very smooth process and Sarah at the Arrowhead location did an awesome job. Steve.
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