Fulton Financial Advisors

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(1)

1 Penn Sq
Lancaster, PA 17602
Fulton Financial Advisors, an affiliate of Fulton Financial Corporation, is an investment management firm that provides a range of financial products and trust and retirement services. The company has been in business for more than 100 years. It provides wealth management services through Clermont Wealth Strategies, which additionally offers financial planning, investment counseling and investment management and private banking services. Fulton Financial Advisors maintains offices in Pennsylvania, Maryland, Delaware, New Jersey and Virginia. Its affiliate company Fulton Insurance Services group offers insurance services. The company also provides securities through ValMark Securities, which s a member of the National Association of Securities Dealers (NASD). Fulton Financial Advisors offers online brokerage services through Raymond James Financial Services, which is an independent brokerage company and is a member of Financial Industry Regulatory Authority and Securities Investor Protection Corporation.

Reviews

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1.01 reviews
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Bob J.
9/30/2023

Very poor retirement plan partner. High fees and limited costumer service. Not recommend!

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