Let me start by saying I was super apprehensive about the whole process of meeting a total stranger and entrusting him with the future well being of my family and I.
However, meeting with our advisor Todd couldn't have been a more welcomed experience. From our very first meeting we had complete access to Todd as well as the other office workers at First Command when needed. Each meeting with Todd was like a job interview as my wife is well versed in financial management and often time was commended on her line of questioning. Having said that Todd was always able to reply in an intelligent manner and displayed extensive knowledge of his profession. It was this quality that won us over and comforted us with trusting him with our future.
Things were confirmed for us once we left the area Todd serviced and our new First Command agent was in total agreeance of how Todd set up our plan to meet our retirement goals.
I would whole heartedly recommend Todd and First Command for anyone wanting to set themselves up for the long haul.
Mark Rupinski
1 year ago
Overall fantastic experience with First Command. My wife and I met our advisor, Todd, through a recommendation from one of our friends. From the start he was extremely professional, easy to reach, plan with, and has a true desire to see us succeed. We are set up better now than ever to move forward in life. Highly recommend.
Bob Reed
1 year ago
I've loved my experiences with both First Command as a whole, and specifically with Todd as my financial advisor. I've had money invested in a ROTH IRA for over 15 years, 401K/TSP for about the same, and several insurances just as long. Over this timespan I've worked with several financial institutions and individual advisors. I was never treated attentively until I came to First Command. You're more than just "another person with money" there, regardless of how much or little that may be. Their goal is to set a specialized plan in place FOR YOU. You are truly put in the drivers seat to succeed with the professional help you'd expect to receive from an organization and staff who specialize in wholistic financial management.
I'm quite knowledgeable with finance, accounting, and investing. But the bottom line is "It's not my full-time job" and I'm not an expert. It's your hard earned money on the line, and I can't imagine leaving First Command after the attentive and insightful experiences I've had with them. Todd has helped me to achieve far higher asset appreciation then I could have on my own, and I've never had a question or need go unanswered. I'm truly appreciative and satisfied with his services, and recommend my closest friends to at least see the difference they can make at First Command!
Jennifer Carlson-Fraine
1 year ago
Todd found us at the grocery store and talked business. He was real happy and consistent to help us in the beginning. Asked us to make early down payment so he could get promoted and then after that promotion, we never heard from the snake again. I didn't trust the guy but my husband sure did because he wanted the best for the family. I would not go with this place. We have a bank account and checks with them and we can't even use our money thats in our accounts. Worst investment ever.
Oh! I would love to add that we have tried several times to contact our “advisor” and he doesn't answer or he's lost our number again....
Helen Hale
1 year ago
Michael Clarizio
4 months ago
I have had an excellent experience with First Command. My advisor Jay was extremely professional, and easily accessible. He addressed all of my concerns, and I have the utmost confidence in him. I would highly recommend Jay, and First Command to anybody looking for a financial planner.
Caroline Luther
4 months ago
My husband and I have had an excellent experience with First Command. Since we first met with Karyn, we have taken steps toward our financial goals and feel more confident in our financial decisions. Karyn is organized and patient with our questions. We trust her and First Command with financial advising services.
Lamont James
4 months ago
Let me start by saying I was super apprehensive about the whole process of meeting a total stranger and entrusting him with the future well being of my family and I.
However, meeting with our advisor Todd couldn't have been a more welcomed experience. From our very first meeting we had complete access to Todd as well as the other office workers at First Command when needed. Each meeting with Todd was like a job interview as my wife is well versed in financial management and often time was commended on her line of questioning. Having said that Todd was always able to reply in an intelligent manner and displayed extensive knowledge of his profession. It was this quality that won us over and comforted us with trusting him with our future.
Things were confirmed for us once we left the area Todd serviced and our new First Command agent was in total agreeance of how Todd set up our plan to meet our retirement goals.
I would whole heartedly recommend Todd and First Command for anyone wanting to set themselves up for the long haul.
Lamont James
1 year ago
Mark Rupinski
1 year ago
Bob Reed
1 year ago
Jennifer Carlson-Fraine
1 year ago
Helen Hale
1 year ago
Michael Clarizio
4 months ago
Caroline Luther
4 months ago
Lamont James
4 months ago