I am so happy that we found Fullerton Financial! We have had two previous financial planners. In…read moreboth situations, I felt that I had to do all the "advise and research" part of the relationship. Since joining Fullerton Financial approximately 9 years ago, we have seen profits every year. All the while, staying within our acceptable risk area. It is such a relief to find honest and sincere fiduciaries. I can relax and trust that I no longer have to worry about finding the best wealth protection and growth for us. The entire office staff is warm, welcoming and so helpful. Our physical and emotional, as well as financial health is import to the entire office staff. I highly recommend Fullerton Financial. Rachelle B

Did not make any money. Finally took out money and was I started with. Put us in an annuity with a…read morelow income for 12 years. Seems it was a $$ for them

Easy process. I had no idea what to invest in. Customer…read moreservice is amazing! Couldn't believe there were no fees.

Do not recommend. I reached out to Schwab and provided basic personal information at their request…read more I was then called by a rep, Al Smith, and we discussed the same info and set an appointment to review what Schwab might do for me. Arrived at the appointment and any conversation that Al and I had was forgotten and no pre-work was done. Never the less I spent 90 minutes reviewing and providing more in-depth personal wealth information and we agreed to reconvene when Al would have a plan to present. 2 weeks now and no Al. Reached out via email a couple of times with no response. I am a very self aware type person and always courteous and fair so I don't believe I scarred him off but to not even be able to raise a response is disappointing. Is turning out to be the typical, don't give a crap financial institution that I would not trust to have my best interest at heart.

In my 20s I was lead to invest by the company I worked for. I chose Fidelity as my grandparents,…read moreparents, and Aunts and Uncles used them. Each client is also insured for up to one billion dollars. Their website is easy to maneuver, and customer service is great. A while after we got married, my husband became vested in a company. I encouraged him to roll it over into a Roth IRA. I am so glad I did. When you open a Roth IRA Fidelity immediately puts it into a mutual fund so you are making money. All this time we didn't realize that. Many companies don't do that, so your money just sits there. If you're a pro, you can use their website to invest on your own. You can also invest with help from them. If you are novice like us, you can let them lead you and take care of everything. You can be as involved as you want. Our first appointment was an hour. Bring your budget. They will plug it in and show you where you will be with all options. Your next 30-1hr appt will be getting the wheels turning. They take the initiative annually to reach out to go over you financial portfolio. You can do this by phone, Zoom, or in person. It was funny as this Peoria location used to be a Sweet Tomatoes. We have been very pleased over the years with their services and results.

Once your funds are at Fidelity, they do everything possible to prevent or make it difficult to…read morewithdraw your money. I attempted to pull out money and then decided to close my account because of the runaround I got on every request. The customer service experience is terrible because the agents are restricted from solving actually our problems. Every hurdle to prevent you getting your money out is offered up. They can't even tell you an ETA on a service level; instead they have to send you a document full of legalese which didn't even have SLAs. What a joke!

I went here thinking I was going to an appointment to discuss setting up a will or trust. I was…read moregreeting politely and asked if I would like a beverage. I declined and waited for my appointment. I get into the appointment to find out I am scheduled with the wrong person as they deal with your portfolio and things like that. I knew I wasted their time, as they had to schedule me an appointment with Trajan Estate. It took a while for the person to schedule me, but I think it was because the whole appointment was messed up. I don't know anything about portfolios, but maybe when I do, I will come back.

We've been clients of Trajan Wealth since 2009. We had a very detailed meeting and together figured…read moreout the best course of action for the time. Fast forward to 2020 times are changing and we have LOTS of questions. I made a phone call and had a phone conference with Paul K for the next day. Not only did he answer my questions he conference called my annuity holder to verify all the information. I honestly feel that Paul went above and beyond to help me with forms that for all I knew were in a foreign language and put it all in plain English for me. I feel that he is acting in MY best interest and guiding us in the right path for our financial goals. Spot on Paul K and the whole Trajan Wealth Team!!

Needed some information during Medicare open enrollment and spoke to Shawna. She was very…read moreknowledgable and extremely helpful in advising me about plan options I might be interested in. Her responses were quick, informative, and the follow-up great. Highly recommend her services.

Shawna has helped us with our Annuities and Medicare advantage plans for the last few years. She…read morehas always been available to answer questions and help us thru mistakes we made before working with her!

We have been using this office for years and we feel secure in our financial future. The staff is…read moreattentive, responds quickly to inquiries, and makes us feel at ease.

they have been great. been working with them for over a year. they are always there to answer…read morequestions.

I went to the planning for retirement class at GCC which Darcy Bergen presented. He spent two hours…read moreeducating the class about taxes, retirement and estate planning, etc. I earned so much valuable information. The class is free, and they will provide you with a free financial assessment and present a plan that is tailored just for your specific situation. I am going to have them help me with a will and deed beneficiary and I am looking forward to my financial assessment as well. Darcy does a fine job of explaining everything thoroughly and makes it easy to understand. I highly recommend going to one of his classes o educate yourself and find out about your options. Everything he presented, made perfect financial sense and he provides savvy information. Thank you Darcy! Kelly Criner

I am so disappointed in Merrill Lynch. My wife and I met with a representative to invest the…read moremaximum allowed into an IRA account. As we completed our 2018 tax return we found out that the monies invested were put into a Merrill Edge money account. When I spoke with a representative to find out why and if we can move the money to an IRA he said I wouldn't at this time. I contemplated over our conversation and decided to call back and speak to another account representative. I was on hold for over 20 minutes waiting for an agent and was disconnected. Tonight I tried calling back when it wouldn't be so busy and again I was on hold for over 30 minutes. This companies customer service stinks. Tomorrow I will try again, we don't expect miracles or any different results. Do your self a favor don't invest with Merrill Lynch.

Best in the business. Technology, Research, Goal based planning…read more They definitely care about our best interest.

We worked with Brandon, and he was excellent. He took the time to explain everything thoroughly,…read moreanswered all of our questions, and always responded quickly whenever we reached out. The process was simple and straightforward, which we really appreciated. Not only did Brandon help us better understand our coverage, but Stewardship was also able to save us money on both our home and auto insurance compared to the agencies we were previously with. It feels great knowing we have good coverage and a team that is responsive and helpful when we need them. We highly recommend Brandon and the Stewardship team.

We were looking to refinance and wanted the best possible rate while working with someone we could…read moretrust to truly have our best interests in mind. Brian made that easy--he was incredibly responsive, attentive, and thoughtful throughout the entire process. He took the time to understand our needs, helped us secure a great rate, and made sure we felt confident every step of the way. Now we feel at peace knowing we made a wise financial decision, saved money, and actually enjoyed the experience along the way.

We couldn't be more pleased with Todd Sulzer as our financial advisor. His expertise in investing…read moreand his advice have guided us into our retirement years. We feel secure knowing he's there for us.

I read a review for this company that made me chuckle. I couldn't have had any better of service…read morewhen i had a life changing situation that required some expert advice. I dealt with Kevin and was put at ease immediately. He helped solve my issue and allowed me time to consider his recommendations. There was no pushiness (if that is a word) at all. I'd recommend Kevin and the two ladies (i don't remember their names) in the office that i worked with for anyone with financial questions. They truly care and showed me with the way they treated me. I'm sure i'm not their biggest client, but I never felt that way either. Great job!!!