Exciting Announcement
For 2025
Steve Jurich
3 New Valley Locations
Growth and Expansion of Services For Our Clients
IQ Wealth® Management is pleased to announce we are now partnering with one of Arizona’s most successful and well known Retirement Planning firms, Fullerton Financial Planning in Peoria.
You’ve likely seen Stephanie and Steve Fullerton on television Channels 3, 5, and 12 in the Phoenix area, and perhaps you’ve been invited to their excellent retirement workshops over the past decade.
Barb and I have been friends with the Fullertons for years. We share core beliefs and commitments.—and we’re extremely pleased to be joining forces with such an ethical and professional firm who treats clients with respect and care, just like we do —and will continue to do.
The IQ Wealth®—Fullerton Connection
Our common goal:
To serve you better while providing even more benefits to you and your family for years and years to come.
You will now have a staff of more than forty qualified and caring individuals to make sure your financial plan is ready to take on the future, keeping you in touch with people who care.