About Fullerton
At Fullerton Financial, community has always been at the heart of everything we do. Since our founding in 2004, Steve and Stephanie Fullerton have built a company that reflects their deep passion for helping others achieve financial well-being. With a foundation rooted in the desire to serve our community through responsible financial stewardship, we’ve grown from a small consulting firm into a financial organization helping individuals and families across Arizona.
OUR MISSION
Helping You Pursue Your Goals
We believe in cultivating a lifelong partnership with you built on trust, understanding, and personalized care to help you achieve the retirement of your dreams. To us, financial planning is more than just managing money—it's about building a secure and fulfilling future for you and your family. Our commitment to your financial well-being goes beyond traditional approaches, offering a comprehensive and holistic path aiming to help you achieve your retirement goals.
OUR LEGACY
Fullerton Financial Through the Years
HOW IT WORKS
Benefits of Working with Fullerton Financial
Relationship Building
We take the time to understand your aspirations, concerns, and values, allowing us to create a personalized plan that reflects your unique financial journey.
Personalized Planning
No two retirements are the same, which is why we tailor our approach to meet your individual needs. We take your dreams into account and craft a strategy that works for you.
Holistic Approach
Our holistic approach ensures that every aspect of your retirement is thoughtfully planned and executed, aiming to give you peace of mind and confidence for the future.
