Fullerton Financial Planning

She did not take the time to check her information

Do yourself a favor and find a Certified Financial Planner but not the Fullerton Financial Planning!  I had my meeting and cookies, declined the roses.

She was not willing to work with me until I retired.  Well, my goal was planning for retirement and I had over 500,000 in retirement accounts.

Guess you need to be in another tax bracket.  Now off to find a certified financial planner who will help me put a plan in place so I can feel comfortable with my exit strategy.

Oh, did I tell you her estimate of my projected monthly income was off by over 6000, indicated I had annuities from someplace I did not.

She did not take the time to check her information, blamed it on the fact her husband met with me the first time, of course that was a bait and switch after you get the nice letter from Stephanie indicating she cleared her calendar and would be meeting with you personally. HAHA!

Is Fullerton Financial Planning a scam?
Fullerton Financial Planning is a scam and a bad service provider as per the report filed on dirtyscam.com. They are not aggressive towards their customer satisfaction and complaint grievance.
Is Fullerton Financial Planning legit?
First Fullerton Financial Planning is not a legit business owner or provider. You must take necessary precautions/measures before buying or using their services.
How many reviews are submitted by Fullerton Financial Planning’s consumers?
There is/are 1 review(s) posted about Fullerton Financial Planning and it indicates that the severity of the scam is Extremely High.
Where is Fullerton Financial Planning located?
Fullerton Financial Planning is located at 14155 N 83rd Ave #144, Peoria, AZ 85381, USA. You can contact Fullerton Financial Planning by dialing (623) 974-0300 or visit their website fullertonfp.com before filing a lawsuit. We are no way affiliated with better business bureau or yelp reviews platform.
How much monetary loss is incurred by Fullerton Financial Planning’s customers?
According to the report(s), US $6000 was the total loss incurred by Fullerton Financial Planning’s customers.

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1 review on Fullerton Financial Planning

  1. Frank Zuckerbrow

    NO FREE LUNCH

    Hold onto your WALLET
    There is no such thing as a free lunch We got sucked into Fullerton like a giant Hoover Vacaum. We went for their free presentaion for a dinner. We felt they were honset and sincere. Anything but. Once they get you to transfer your money changing your mind is a expereince I wouldn’t wish on anyone. They use Fidelity however, Fidelity has little of a relationship with Fullerton. Fidelity will be reimburssing for the charges levied by Fullerton. There is no free luch. I lost over $700.00 in a few short weeks. There friendlyness before getting your money is fine. Once you consimate a transaction is when the horror begins. There company representative Andrew AKA Drew even got short with me before signing over any money. I saw the light. When you call to cancel you are treated as though you are a thief. I deal with Fidelity, or a investment company not looking to make a killing on the first person that walks through there door. I actually could have went to the best steak house and saved money. Remember there is NO FREE LUNCH!! Save your self from entering into a contract which took a act of GOD to cancel
    Frank Zuckerbrow
    [email protected]

Reviews:1
Reported Loss :6000 $
Severity of Scam :Extremely High
Reported by : Anonymous
Views :