Investing
Helping you plan, smart, for your family or business
Providing a wide range of investment services and products in-house, Fulfer & Associates will also work alongside other professionals to help you expand your investment portfolio
S.O.S.- Second Opinion Service
A service extended to our existing clients to obtain independent, objective advice from our experienced financial advisors. We have vast experience in fields of tax, insurance, equity markets, bond markets, and non-correlated asset investments. During your COMPLIMENTARY 45 min. consultation, we allow you to take advantage of this combined knowledge to offer you a second opinion on your current financial plan.
Below is a list of products that we offer at Fulfer & Associates:
- Variable annuities
- Fixed annuities
- Mutual funds
- CD’s
- 529 college savings plans
- IRAs
- 401(k) plans
- SIMPLE IRA plans
- SEPs
- Professional money managed portfolios
We are happy to work with other professionals in coordinating your accounts or expanding your portfolio, so that you can receive the most accurate financial advice possible. Call Deonna today to discuss your investment strategies!
*A Registered Representative may only transact business in states where he/she is registered, or exempt from registration. Currently we have Representatives registered in the following states: TX, CO. If your resident state is not listed, please contact us at (972) 272-8567. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions for, or provide personalized investment advice to, or communicate directly with (by email, letter, or telephone) residents in which a Representative is nto registered.
Our History
Years of experience have prepared us to guide you through your life transitions.
Our Values
Trust. Honesty. Integrity. We believe values matter, & we live by ours every day.