Fullerton Financial Planning Review

2.3/5 - (3 votes)

This is an archive of a consumer complaint published against Fullerton Financial Planning at DirtyScam.com-


Business Details –

  • Name: Fullerton Financial Planning
  • Address: North 83rd Avenue
  • City: Peoria
  • State: AZ
  • Phone: (623) 974-0300
  • Website: http://fullertonfp.com
  • Reported Loss: 6000 $
  • Severity of Scam: Extremely High


Original Complaint against Fullerton Financial Planning published at DirtyScam.com says, verbatim –


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!


Fullerton Financial Planning

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