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
First Command Financial Services, Inc. is a nationally recognized, independent registered investment advisor committed to providing comprehensive financial guidance to individuals and families. Caleb Soukhamneut, a dedicated financial planner at their Montgomery, Alabama office, operates within this established framework, offering personalized services tailored to meet the unique needs of his clients. Located at 1930 Berryhill Rd, Montgomery, AL 36117, Caleb’s accessibility and commitment to client satisfaction are consistently highlighted.
Caleb’s Specialization: Financial Planning
Caleb specializes in financial planning, a broad field encompassing retirement planning, investment management, education funding, estate planning, and insurance needs. He doesn’t simply offer investment products; instead, he takes a holistic approach, meticulously analyzing a client’s current financial situation, future goals, and risk tolerance to develop a customized strategy for achieving long-term financial security. His expertise extends to helping clients navigate complex financial decisions with confidence.
Location and Contact Information
Clients can easily reach Caleb through his office located at 1930 Berryhill Rd, Montgomery, AL 36117. A phone number of 3342777731 is readily available for direct communication. For those seeking more detailed information or to schedule a consultation, the First Command website provides a convenient platform: advisor.firstcommand.com. The website also showcases the firm’s commitment to accessibility, reflecting a dedication to serving a diverse clientele.
Accessibility Features
First Command Financial Services prioritizes inclusivity, and Caleb’s office is designed with this in mind. The location features a wheelchair-accessible car park, ensuring convenient access for all clients. Furthermore, a wheelchair-accessible entrance facilitates easy navigation within the building. The office also provides a toilet, enhancing the overall comfort and convenience for visitors. These features demonstrate a tangible commitment to providing a welcoming environment for everyone.
Client Feedback and Reputation
The company consistently receives positive feedback from its clients, as evidenced by the 15 reviews available on Google My Business. These reviews overwhelmingly praise Caleb’s dedication, reliability, and genuine care for his clients. Clients consistently describe him as going ‘above and beyond’ to understand their needs and provide tailored solutions. The recurring theme is one of exceptional service and a sincere desire to assist clients in achieving their financial aspirations. He is frequently described as someone who ‘does the job with excellence and heart,’ demonstrating a commitment that extends beyond simply fulfilling obligations. Several clients specifically mention his proactive approach to staying informed about their financial situation and his willingness to adapt strategies as circumstances change. The overall average opinion is a remarkable 5/5, reflecting a strong level of client satisfaction. This positive feedback speaks volumes about Caleb’s professional standards and his commitment to building lasting client relationships.
Key Characteristics of Caleb’s Approach
- Personalized Financial Plans: Caleb focuses on developing unique strategies based on individual circumstances.
- Holistic Approach: He considers all aspects of a client’s financial life, including retirement, investments, education, and estate planning.
- Dedicated Client Service: Clients consistently report that Caleb goes above and beyond to ensure their needs are met.
- Proactive Communication: Caleb maintains open communication with clients, keeping them informed and engaged in their financial journey.
Further Information and Resources
The First Command website offers a wealth of resources for prospective clients, including articles, calculators, and educational materials. Exploring these resources can provide valuable insights into the principles of sound financial planning. Furthermore, scheduling a consultation with Caleb allows for a detailed discussion of individual financial goals and the development of a customized plan. His commitment to providing transparent and informative guidance is a cornerstone of his approach. Clients benefit from his deep understanding of the financial landscape and his ability to translate complex concepts into actionable strategies. The firm’s commitment to independent advisory ensures that client interests remain paramount, free from conflicts of interest often associated with product-focused firms.
👍 Reviews of First Command Financial Advisor - Caleb Soukhamneut
