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October 2023 by Danuta P
Professional, knowledgeable, friendly. Gives you as much “basics” as you require to make informed decisions about your finances.
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October 2023 by d p
Professional, knowledgeable, friendly. Gives you as much “basics” as you require to make informed decisions about your finances.
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September 2022 by Julie Giegerich
Dawn has been my advisor for over 10 years. I highly recommend her.
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May 2021 by Donald Mytnik
Great personalized service from Dawn Fultz and her Team.
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May 2020 by James Kawa
I wouldn’t trust her, 3 yrs ago I sat in her office and she convinced me to stay with Ed Jones, the other day I got a letter stating she pushed me off on another advisor without my concent!
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October 2017 by Vicki Morris
Dawn and Joey are wonderful to work with for both personal and business accounts. Dawn offers insightful information to ensure our investing goals match our lifestyle. Wonderful support and constant communication about relevant information!
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October 2016 by annie winiecki
Dawn is great! She is always friendly and helpful! Not to mention she is better at keeping us posted on events that would effect our retirement plans than we are. She is also better at keeping in contact for regular meetings to go over where we stand then we are. I am very happy with all the options we are given!
