Sarah M. Fuller

Sarah M. Fuller

Fuller Financial

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: No minimum required

Minimum client income required: No minimum required

Title: Owner

Offering advice since: 1997

Areas of focus:

  • Annuities
  • Business planning
  • Divorce planning
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Medical and Health Issues
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about Sarah M. Fuller:

Sarah Fuller is a CERTIFIED FINANCIAL PLANNER™. In addition she is a licensed Series 6, 63, and 7 practitione. She attended Indiana University Southeast. She specializes in retirement distribution strategies, asset management, 401K options, financial planning, estate planning and retirement planning. She was selected by Consumers' Research Council of America for inclusion of their 2008 "Guide to America's Top Financial Planners".

Sarah is dedicated to developing lasting relationships with all her clients. She believes in helping you assess your financial goals and helps you participate in the management of your finances.

One of the benefits of working with Sarah is her ability to provide clear, easily understood explanations of financial products and services. The personalized program that she can provide is a roadmap to working toward a more confident financial future.

"I am looking forward to using my expertise to help you pursue your financial goals." Sarah Fuller

Compensation and Fee Structures:

Commission and fee based

Licenses, Certifications & Affiliations:

CERTIFIED FINANCIAL PLANNER™, Series 6, 63 and 7.

Education:

Indiana University Southeast , Kaplan University

Will provide references upon request?

Yes


Further information about Fuller Financial:

Fuller Financial

(Size of firm: 0-9 advisors)

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.

Securities and investment advisory services are offered through Center Street Securities, Inc member FINRA/SIPC, and registered investment advisor. Fuller Financial is not affiliated with Center Street Securities, Inc and is not registered as a broker-dealer or an investment advisor.


Contact Information for Sarah M. Fuller

Phone: (423) 855-0270
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Fax: (423) 855-0242

Address for Sarah M. Fuller:
Ste 201
122 Lee Parkway Dr.
Chattanooga, TN, 37421

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