First Command Financial Advisor - Caleb Soukhamneut - Montgomery, Alabama
Address: 1930 Berryhill Rd, Montgomery, AL 36117, United States.
Phone: 3342777731.
Website: advisor.firstcommand.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Toilet.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of First Command Financial Advisor - Caleb Soukhamneut
⏰ Open Hours of First Command Financial Advisor - Caleb Soukhamneut
- Monday: 8 am–5 pm
- Tuesday: 8 am–5 pm
- Wednesday: 8 am–5 pm
- Thursday: 8 am–5 pm
- Friday: 8 am–5 pm
- Saturday: Closed
- Sunday: Closed
Introduction to Caleb Soukhamneut and First Command Financial Advisor
For individuals and families seeking comprehensive and personalized financial guidance, Caleb Soukhamneut, a dedicated financial advisor at First Command Financial Advisor, presents a compelling option. Located in Montgomery, Alabama, Caleb offers a wealth of experience and a genuine commitment to helping clients achieve their long-term financial goals. This detailed overview will outline his services, location, contact information, and the overall experience offered by First Command, highlighting what makes Caleb a valuable resource for those navigating the complexities of personal finance.
Caleb’s Expertise: A Financial Planner’s Approach
Caleb specializes in providing financial planning services, encompassing a wide range of needs. He assists clients with retirement planning, investment management, estate planning, education funding, and insurance needs. His approach centers around understanding each client's unique circumstances, risk tolerance, and aspirations. He meticulously crafts customized strategies designed to align with these specific goals, ensuring a secure and prosperous financial future. Caleb’s dedication to this personalized approach is consistently praised by his clients, fostering a strong sense of trust and confidence.
Location and Accessibility
Caleb Soukhamneut’s office is situated at 1930 Berryhill Rd, Montgomery, AL 36117, United States. This location offers convenient access for clients in the Montgomery area and surrounding communities. Furthermore, the office is designed with accessibility in mind, featuring a wheelchair-accessible car park and a wheelchair-accessible entrance, demonstrating a commitment to inclusivity and serving a diverse clientele. A toilet is also available for client convenience.
Contact Information
Clients can easily reach Caleb through the following channels:
- Phone: 3342777731
- Website: advisor.firstcommand.com
The website provides a detailed overview of Caleb’s services, resources for financial planning, and allows clients to schedule consultations directly.
Client Feedback and Reputation
First Command Financial Advisor consistently receives positive feedback, as evidenced by 15 reviews on Google My Business, all maintaining an impressive average opinion of 5/5. These reviews consistently highlight Caleb’s exceptional client service, dedication, and expertise. Clients frequently commend his proactive communication, thoroughness, and genuine care for their financial well-being. Many describe him as going above and beyond to ensure their needs are fully met, demonstrating a level of commitment that is rare in the financial services industry. His responsiveness and willingness to address client concerns are also frequently noted.
What Sets Caleb Apart
Beyond his professional expertise, Caleb’s approach is characterized by a personal touch. Clients consistently report feeling valued and understood. He takes the time to truly listen to their financial goals and concerns, building a strong rapport based on trust and mutual respect. This dedication to building relationships is a cornerstone of his practice and a key factor in his positive reputation. His reliability and genuine care are frequently cited as distinguishing features, setting him apart from other financial advisors. He doesn't simply execute a plan; he actively participates in the client's financial journey, providing ongoing support and guidance.
First Command Financial Advisor – A Trusted Partner
First Command Financial Advisor is a registered investment advisor committed to providing unbiased, fee-based financial planning services. As a member of the Investment Advisor Institute (IAI), First Command operates with a fiduciary duty, prioritizing the client’s best interests above all else. Their strong commitment to ethical practices and client service has solidified their position as a leader in the financial planning industry. They offer a range of services, including:
- Retirement Planning: Helping clients plan for a comfortable and secure retirement.
- Investment Management: Creating and managing diversified investment portfolios tailored to individual risk tolerance and financial goals.
- Estate Planning: Assisting with the transfer of assets and ensuring a smooth transition for future generations.
- Education Funding: Planning for the costs of higher education.
- Insurance Planning: Protecting clients and their families with appropriate insurance coverage.
Choosing Caleb Soukhamneut as your financial planner through First Command Financial Advisor represents a strategic investment in your financial future. His commitment to personalized service, combined with First Command’s established reputation for integrity and expertise, makes him an ideal partner for achieving your financial aspirations. The accessible location and ease of contact further enhance the client experience, demonstrating a commitment to convenience and support.
👍 Reviews of First Command Financial Advisor - Caleb Soukhamneut
