Fullerton Financial Planning

Kevin is willing to listen to your needs and I feel my investments are in good hands.

This has been about my third loan experience with Steve over the years. I have followed him throughout his moves as he provides excellent customer service....

Expert services! Jeremy is very sensitive to our specific needs related to our plans for the upcoming years. Relaxed atmosphere in the office. We are sure...

This company is absolutely horrible. I hire Steve To help with my credit repair. He did do anything except he kept asking me for my information several...

I have been with Jay and State Farm for a few years now. I have nothing but good things to say about Jay and everyone in his office. I have added multiple...

Alison has helped me with my 'retirement insecurity' in a huge way! Her patience and knowledge helped me see how I could reach my goals. She looked at my...

Great place to come to do your taxes or handle any business finances. Steve Welker is amazing and always so helpful!!

I am a customer, with an issue going through Probate. I am dissatisfied with the service overall .... Billing statements had errors, can never seem to get a...

I have been working with Patrick Diomede for over 8 years now. He is honest ! and knows his stuff. If you are looking to purchases A new home or looking...