I came across a critical review of Fullerton Financial Planning on a Scam Reporting website – DirtyScam.com, titled ‘She did not take the time to check her information’.
DirtyScam allows anonymous submission of complaints from angry consumers and victims of scams. Since the website is hosted offshore (probably in Russia or India), we take this (negative) review against Fullerton Financial Planning with a pinch of salt.
Here is what the review says –
Do yourself a favor and find a Certified Financial Planner but not the Fullerton Financial Planning! I had my meeting and cookies, declined the roses.She was not willing to work with me until I retired. Well, my goal was planning for retirement and I had over 500,000 in retirement accounts.Guess you need to be in another tax bracket. Now off to find a certified financial planner who will help me put a plan in place so I can feel comfortable with my exit strategy.Oh, did I tell you her estimate of my projected monthly income was off by over 6000, indicated I had annuities from someplace I did not.She did not take the time to check her information, blamed it on the fact her husband met with me the first time, of course that was a bait and switch after you get the nice letter from Stephanie indicating she cleared her calendar and would be meeting with you personally. HAHA!
In case you don’t already know (assuming you came to this page by Googling ‘Fullerton Financial Planning scam‘, or ‘Fullerton Financial Planning review‘, Fullerton Financial Planning is listed under the category Business on DirtyScam.com.
Here is the rest of the contact information for the sole purpose of identification –
- Address: North 83rd Avenue Peoria AZ 85381
- Phone: (623) 974-0300
- Website: http://fullertonfp.com
- Severity of Scam: Extremely High [not sure what it means]
- Reported Loss: 6000 $ [unsubstantiated]
- Reported by: Anonymous [obviously]
The entity Fullerton Financial Planning was awarded 1 / 5 Stars based on 1 Reviews.
It is difficult to ascertain whether Fullerton Financial Planning is a Scam, or Legit, based on this single review. In the coming weeks/days, I will try to research deeper into Fullerton Financial Planning, analyze and list more critical reviews and identify a pattern (or lack of) to substantiate the claim mentioned above.
Regardless, until then, we give the benefit of doubt to the reviewer and list Fullerton Financial Planning as someone you need to avoid (for now).
If you have any grievances, complaints, or anonymous tips against Fullerton Financial Planning, please contact us immediately. If you have lost money to Fullerton Financial Planning, together we can work to recover your loss.