Fulton Financial Advisors

Our mission is to build a client-centered, proactive business driven by strategic planning. We focus on identifying solutions to major financial lifestyle issues to create and manage successful wealth accumulation. We will incorporate a disciplined investment program to solidify the foundations of a client’s overall financial plan. Our team’s approach to investing is to provide total financial money management services to our clients so they can achieve financial independence. Our goal is to preserve our clients’ investments and build their net worth through sound risk management which will enable them to achieve their short and long term financial objectives. Our recommendations will be impacted by our client’s goals, risk tolerance and time horizon. Periodically, these factors will be reviewed to reconfirm the suitability of our recommendation in respect to the original goals and any new objectives the clients may have.

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SERVICES OFFERED:

• Investment Advisory

• Financial Planning

• Education Planning

• Retirement Planning

• Wealth Management

• Philanthropic Planning

• Tax Strategies

• Estate Planning Services

PRODUCTS AVAILABLE:

• Managed Accounts

• Mutual Funds

• Equities

• Alternate investments

• Life & Long-term Care

Insurance

• Annuities

• Competitive Money Market

Rates

EXTRAS OFFERED:

• Online Access

• Portfolio Analysis

• College Cost Projections

• Business Accounts

• Debit Card and Check Writi

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