Fullerton Financial Planning
She did not take the time to check her informationDo 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!
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
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