Fulton Financial Advisors is an affiliate company of Fulton Financial Corporation. It is an investment management concern. It is located in Lancaster, PA and offers a broad range of financial services. Fulton Financial Advisors has regional offices at Pennsylvania, New Jersey, Maryland and Delaware.
More About Fulton Financial Advisors
In modern day world, opening up of trade barriers have increased both the quality and quantity of financial market transactions. Dealings have become more complex, investment options have multiplied and unique risk factors have also cropped up.
To guide individuals and corporations with prudent investment decisions, certified competent financial advising agencies are required. Fulton Financial Advisors does just that.
Financial advisors from Fulton Financial Advisors interact with clients to identify their financial goals and obligations. Then they identify the client’s risk tolerance aspect. After that, personalized strategies are formulated and implemented. Proper and efficient monitoring plans are put in place. The idea is to make timely intervention in case the need so arises.
Clients are constantly updated about the performance of their investment portfolios. The company also uses updated technology .
Investment Options at Fulton Financial Advisors
The areas of investment offered by Fulton Financial Advisors include:
Estate planning options
Tax planning options
Insurance planning options
Private banking services
Services Offered by Fulton Financial Advisors
The services offered by Fulton Financial Advisors include heads like Investment management, Institutional trust, Wealth management, Insurance services, Brokerage services and Private banking services. Two of them are briefly explained below.
Investment management helps individuals identify their financial goals and their risk tolerance capability. Then personalized investment strategies are formed and implemented. Then comes the need for effective monitoring of portfolio performance. Fulton Financial Advisors does just this for its clients and more. The company carries on advanced financial market analysis. Clients are also constantly updated about their portfolio performance and prevalent market conditions.
Wealth management services of Fulton Financial Advisors help clients to promote the growth of their wealth. The heads here include Personal trusts, Charitable trusts, Estate planning services and Management services, Internet Based Servicing, Estate Settlement services, Tax Management Strategies and the like.
Fulton Financial Advisors
P.O. Box 7989
Lancaster, PA 17604
Last Updated on : 1st August 2013