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 legit?

Fullerton Financial Planning is not running a legit business. They are not aggressive towards customer satisfaction and complaint grievance redressal, Hence 1 consumer[s] submitted negative ratings, and only a few left positive feedback.

Where is Fullerton Financial Planning located?

Fullerton Financial Planning is headquarted at 14155 N 83rd Ave Ste 144 Peoria, AZ 85381. You can contact Fullerton Financial Planning by dialing (623) 974-0300 or visit their website fullertonfp.com.

How much monetary loss is incurred by Fullerton Financial Planning’s customers?

According to Fullerton Financial Planning’s customers, a monetary loss of US $6000 has been reported. The severity of entire incident reports is extremely high.

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1 Review on Fullerton Financial Planning

  1. 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 : Extremely High
Reported by : Anonymous
Views :