Fullerton Financial Planning - Peoria, Arizona

Fullerton Financial Planning: A Comprehensive Overview

For individuals and families seeking expert guidance in navigating the complexities of personal finance, Fullerton Financial Planning stands as a reputable and accessible resource. Located at 14155 N 83rd Ave UNIT 144, Peoria, AZ 85381, United States, this firm provides a range of financial planning and financial consulting services tailored to meet diverse needs. With a dedicated team and a commitment to client success, Fullerton Financial Planning is well-positioned to assist clients in achieving their long-term financial goals.

Phone: 6239740300

Website: fullertonfp.com

Specialties: Financial planner, Financial consultant.

Other Points of Interest: Fullerton Financial Planning prioritizes accessibility and convenience for all clients. They offer online appointments, providing flexibility and ease of scheduling. For clients preferring in-person consultations, on-site services are readily available. The firm is committed to inclusivity, boasting a wheelchair-accessible car park and wheelchair-accessible entrance, ensuring that individuals with mobility challenges can access their services without difficulty. Furthermore, a wheelchair-accessible toilet is provided on-site. It’s important to note that appointment required, and appointments recommended to maximize the value of the consultation. This structured approach ensures that clients receive focused attention and personalized advice.

Opinions: This company has 54 reviews on Google My Business.

Average Opinion: 4.4/5

Services Offered

Fullerton Financial Planning’s service portfolio is designed to cover a broad spectrum of financial needs. Their core offerings typically include:

• Retirement Planning: Helping clients develop strategies to secure a comfortable retirement, considering factors like savings, investments, and Social Security benefits.
• Investment Management: Providing guidance on asset allocation, portfolio diversification, and investment selection based on individual risk tolerance and financial objectives.
• Estate Planning: Assisting clients in creating wills, trusts, and other legal documents to ensure their assets are distributed according to their wishes.
• Financial Education: Offering workshops and one-on-one sessions to improve clients’ understanding of financial concepts and empower them to make informed decisions.
• Tax Planning: Collaborating with tax professionals to minimize tax liabilities and maximize tax-advantaged savings.
• Insurance Planning: Evaluating insurance needs, including life, health, disability, and property insurance, to provide comprehensive protection.

The firm’s approach is highly individualized. They understand that each client's circumstances are unique, and they tailor their recommendations accordingly. A thorough assessment of a client’s current financial situation, goals, and risk tolerance is conducted before any specific plan is developed.

Location and Accessibility

The physical location of Fullerton Financial Planning at 14155 N 83rd Ave UNIT 144, Peoria, AZ 85381 provides a convenient access point for clients in the Peoria area and surrounding communities. The facility is designed with accessibility in mind, as previously detailed. The strategic location enhances client convenience and fosters a welcoming environment. The team is dedicated to providing exceptional service, regardless of location.

Client Feedback and Reputation

The consistently high average rating of 4.4/5 on Google My Business reflects the positive experiences shared by clients. With 54 reviews, prospective clients can gain valuable insights into the firm’s strengths and areas for improvement. Client testimonials emphasize the firm’s professionalism, expertise, and commitment to client satisfaction. The positive feedback underscores Fullerton Financial Planning’s dedication to building long-term relationships based on trust and mutual respect. A review of the Google My Business page is highly recommended for anyone considering utilizing their services.

Why Choose Fullerton Financial Planning

Several factors contribute to Fullerton Financial Planning’s standing within the financial services industry. The firm's dedication to providing personalized financial advice, combined with its commitment to accessibility and client satisfaction, sets it apart. Their experienced team possesses a deep understanding of financial markets and regulations, enabling them to offer sound guidance and strategic solutions. Furthermore, the firm’s emphasis on ongoing education and client communication ensures that clients remain informed and engaged throughout the planning process. Ultimately, Fullerton Financial Planning strives to be a trusted partner in its clients’ financial journeys. They believe in empowering individuals to take control of their financial futures.

In conclusion, Fullerton Financial Planning represents a solid choice for individuals seeking comprehensive and accessible financial guidance. Their dedication to client needs, combined with their convenient location and positive reputation, makes them a valuable resource for navigating the complexities of personal finance.

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