Fullerton Financial Planning

Experience was not good. One they had my $$$ I never heard from them. I lost 5k in a month. I pulled my $$$ out. Never asked why or anything. They didnt care! Im also with another firm who I hear from quarterly.
Jan 14th, 2024

Nov 27th, 2023

Received the most irritating experience at Fullerton Financial Planning dinner meeting. Front check-in lady needs to get better training in client building skills. She is extremely bossy!! acting like a boss around potential clients. My husband and I left with a STRONG NEGATIVE impression.
Nov 2nd, 2023

I very highly recommend Fullerton Financial Planning. I feel truly blessed to have found this company and to have Bill Drogo as our Financial Advisor. Bill is kind, professional, and cleary goes above and beyond. He spent quite a bit of time meeting with my husband and I to develop a plan for us that fits our needs and will help us fulfill our goals. Twice he stayed after hours to be sure we had all the time we needed to finish our conversations. Fullerton also provided us full estate planning services with the amazing Cindy Montana! I can't say enough about Cindy and her caring and enthusiastic approach to estate planning! Fullerton is a family-owned and oriented company. I really feel that I am the lucky one to be Fullerton's client!
Sep 19th, 2023

If you are not a high roller they are not interested in you and don't inform you about your investments. I have now lost a lot of money due to bad investments from their side and lack of communications from them.
Aug 22nd, 2023