Not only is she knowledeable and professional, but she has a…", "We decided to try Bill's Master Accounting and Tax Service after speaking with more…". Neither the firm nor its agents provide tax or legal advice.

Her goal is to build trust by two guiding principles: integrity and honesty. Any media logos are the property of their respective owners and not an endorsement by those owners of Fullerton Financial Planning is stated or implied.

BBB remains operational and focused on serving our business community and our consumers throughout this crisis. For more information about any of the products and services listed here, schedule a meeting today or register to attend a event. Close. BBB reports on known marketplace practices. 600 E. Rio Salado Pkwy., Suite 102 He enjoys spending time with his family in the mountains, especially hunting and fishing. Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment strategies. I had such an amazing experience with Fullerton Financial! BBB information and Business Profiles reflect the most current information available to us. Your trust is our top concern, so businesses can't pay to alter or remove their reviews. Fullerton Financial Planning has received the prestigious 2016 Hot Growth award by Republic Media. Her goal is to build trust by two guiding principles… Though hospitality and appreciation is not only shown greatly to the clients but to the whole team as well! Peoria, AZ 85381 In addition, Stephanie is the author of the recent book Living a Happy, Healthy, and Inspired Retirement: Your Definitive Financial Guide. Yelp users haven’t asked any questions yet about Fullerton Financial Planning. They are involved with supporting various community charities and involving their clients. BBB Business Profiles generally cover a three-year reporting period. The Fullertons and their children Alexandrea, Steve Jr. and Samantha; son-in-law, Josh; and grandchildren, Shiloh, Indy, and Finley enjoy snowboarding, skiing, and spending time in the mountains.

This business is in an industry that may require professional licensing, bonding or registration. He takes care of all the paperwork if you're changing…", "Brock Quinn is one of State Farm's best agents! BBB Business Profiles are subject to change at any time. 14155 N. 83rd Ave., Suite 144 We appreciate your patience as we and everyone in our communities focus on addressing this crisis. Any references to protection benefit or steady and reliable income streams on this website refer only to fixed insurance products. Please check out resources available to you at BBB.org/coronavirus. It is evident that their entire team is concerned for not only my financial health but also my physical and emotional well-being!It's never easy to trust someone else with your finances but because  Steve and Stephanie were of the utmost integrity and they have my interest in mind first and foremost-this decision was easy!Thanks for your professionalism, friendly smiles, and welcoming attitude!
If you are thinking about working with this company and don't have "at least $200,000.00" don't waste your time. A free inside look at company reviews and salaries posted anonymously by employees. 14155 N 83rd Ave Ste 144, Peoria, AZ 85381-5652. Corporate Office: 14155 N. 83rd Ave., Suite 144 Peoria, AZ 85381. BBB Business Profiles may not be reproduced for sales or promotional purposes. Some of the sources of information BBB relies on are temporarily unavailable.

This business offers financial and estate planning services. We are an accredited business of the Better Business Bureau and certified background checked member of the National Ethics Association. He is extremely informative. Get Directions, Careers Sort. 4 other reviews that are not currently recommended, Stephanie Chavez - State Farm Insurance Agent, in Life Insurance, Home & Rental Insurance, Auto Insurance, You can now request a virtual consultation from this business directly from Yelp. I just met with a woman and she literally said that to me. Guess you need to be in another tax bracket. Phone: (480) 912-4500 Fax: 623.974.0330. Do yourself a favor and find a Certified Financial Planner! Investment advisory services are offered through Kingdom Financial Group, LLC (KFG), an SEC Registered Investment Advisor. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company and are not FDIC insured. I have found their staff to be extremely kind, courteous and understanding.

Great customer service, knowledgeable and friendly staff. Twitter Facebook Fax: (623) 974-0330, Corporate Office:

... Read More, Better Business Bureau Serving the Pacific Southwest. 11 Fullerton Financial Planning reviews in Peoria. BBB is here to help. The information and opinions contained in material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. I can attest that Brock never sells coverage…". Extremely knowledgeable and friendly staff, my wife and I are new to investing so we started small but thanks to the Fullerton team we plan on rapidly increasing our retirement contributions. At Fullerton Financial Planning, we believe everyone should be able to live the retirement they’ve always wanted.

By contacting FFP, you may be provided strategies that utilize insurance products, those guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Stephanie, the owner,  has gone to great lengths to work with and ensure the best plan for her clients.If you are in need of an honest, caring financial planner, see Stephanie Fullerton! Fullerton Financial Planning has been endorsed by Sean Hannity and Glenn Beck. "Last week I was at my wit's end with the undeniable fact that I was in financial trouble following the passing of my son. I had my meeting and cookies, declined the roses. Fullerton Financial Planning. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. I needed to be able to breathe as I felt I was sinking in quicksand, Anmar Alkhazraji was truly a pleasure to…", "This is by far the best agency in Arizona. Investment advisory services are offered through Kingdom Financial Group, LLC (KFG), an SEC Registered Investment Advisor. Learn more. When he died 4 years after policy was in force there was no capital appreciation or dividends received on the annuity. We’ll guide you through the process. I have been a part of Financial Planning for Seniors for over a year now. Stephanie, the owner, has gone to great lengths to work with and ensure the best plan for her clients. Copyright © 2004–2020 Yelp Inc. Yelp, , and related marks are registered trademarks of Yelp. "In retirement, I don't believe people should be risking their money," she says.

Fullerton Financial Planning is one of 'the valleys' most trusted financial planning firms. I had such an amazing experience with Fullerton Financial! I have found their staff to be extremely kind, courteous and understanding. Apparently we were not important enough for her to meet with us, and instead was passed off to one of her assistants. Tempe Office: 600 E. Rio Salado Pkwy., Suite 102 Tempe, AZ 85281. We seek to become our clients' most important financial relationship. 14155 N 83rd Ave Ste 144. I am a CPA and could not understand terms of annuity. .css-1o5pw2t{width:24px;height:24px;display:inline-block;vertical-align:middle;position:relative;overflow:hidden;top:-0.1em;fill:rgba(187,186,192,1);}.css-1o5pw2t::before{position:absolute;display:block;left:0;}.css-1o5pw2t::after{content:'';display:block;position:absolute;left:0;right:0;top:0;bottom:0;}.css-1o5pw2t svg{position:absolute;width:100%;height:100%;fill:inherit;display:block;left:0;top:0;right:0;bottom:0;}.css-1o5pw2t:hover,.css-1o5pw2t:focus{fill:rgba(117,114,128,1);}. This business offers financial and estate planning services.

If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.

Founder and President of Kingdom Financial Group LLC, an SEC Registered Investment Advisor, and an Investment Advisor Representative, Steve helps clients prepare for one of the most important periods in their lives: retirement. Your group is appreciated and the best in the state! 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. Fullerton Financial Planning has received the prestigious 2016 Hot Growth award by Republic Media.….
Fullerton Financial Planning believes in giving back to our community. Stephanie and Steve also appear on their weekly television show, the Fullerton Financial Hour, on CBS Channel 5 and Fox 10. - Phoenix, AZ Area; English. Fullerton financial was very unhelpful,  Fidelity Guaranty and Life was even worse. I worked part-time at Fullerton Financial Planning throughout 2017 and 2018. Well, my goal was planning for retirement and I had over 500,000 in retirement accounts. I have found their staff to be extremely kind, courteous and understanding. I have been a part of Financial Planning for Seniors for over a year now. We are an accredited business of the Better Business Bureau and certified background checked member of the National Ethics Association. Their care for clients is absolutely top-notch! She enjoys working not only with the retirees and pre-retirees she serves, but also looks forward to working with their extended families. Fullerton Financial Planning 11. Our appointment was to have been with Stephanie herself. They do not refer, in any way, to securities or investment advisory products. BBB remains operational and focused on serving our business community. Yelp users haven’t asked any questions yet about. Stephanie, the owner,  has gone to great lengths to work with and ensure the best plan for her clients. Investment Advisor Representative and Licensed Insured Professional, Stephanie Fullerton is focused on using strategic retirement income planning to assist retirees and pre-retirees across Arizona in preserving their retirement savings. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned.

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