Celebrating 20 Years of Excellence
CELEBRATE 20 YEARS WITH US
Share Your Story
We’re inviting you to join us for a 20-minute session on May 3rd at our Peoria office to share your story. This is a wonderful opportunity to reflect on your experience with Fullerton Financial Planning, inspire others, and be a key part of a special project we’ll be celebrating as a company. Your story could make a real impact and help us continue our journey of excellence for the next 20 years!
OUR LEGACY
Fullerton Financial Through the Years
WHAT'S NEXT FOR FULLERTON FINANCIAL
Looking Ahead
The future is bright. We’re expanding our services to include cutting-edge digital tools that make managing your finances easier than ever. Our team is committed to staying ahead of industry trends, ensuring you have access to the latest strategies and products tailored to your unique needs.
As we embrace new technologies, we remain dedicated to the personalized touch that has defined our approach for two decades. Whether it’s through virtual consultations, enhanced educational resources, or innovative investment solutions, we’re here to help you navigate the complexities of financial planning with confidence.
Looking ahead, we’re also prioritizing sustainable and socially responsible investing options. We believe in creating a future that benefits not only our clients but the world around us. Thank you for being part of our journey—we’re excited to continue building a legacy of excellence together.
Real Stories, Real Statements
Client Success Stories
"Fullerton is like 'Cheers', minus the bar scene. I walk in and everybody knows my name. .......Makes me feel belonged"
Porter F.
"Every person I have dealt with has impeccable customer service skills and is always available to help me with whatever I need. They make it obvious that this business operates like a large family where every employee has great respect and rapport with each other. They make me feel as if I am also in the Fullerton Financial family."
Gail P.
"The attention to detail, the knowledge base of the team, and the continued open lines of communication all exceeded my expectations. I know that I made the right decision to bring my business to Fullerton Financial Planning."
Fanchon E.
CONTACT US TODAY
Book Your Appointment Today
Schedule a free consultation with our experts at Fullerton Financial Planning today.
