First Command
Bank Credit Union
Why pick this one
First Command specializes in financial advising for military families and has been in business since 1958.
Best for
- military families seeking financial security
- individuals planning for retirement
- those needing comprehensive financial planning
Look elsewhere if
- non-military clientele
- those seeking purely investment management without coaching
Specialties
- comprehensive financial planning
- investment strategies
- retirement income planning
- education funding solutions
- insurance solutions
Certifications
- Certified Public Accountant
- Series 7
- Series 66
What makes them different
- committed to coaching military families
- team includes veterans and military spouses
- face-to-face coaching
- Top Tier Client Experience Award for exceptional client service
- over 175 offices worldwide
- Years in business
- 65
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 9140 Arrowpoint Blvd, Ste 205, Charlotte, NC 28273
- Phone
- 7042488799
- Website
- https://advisor.firstcommand.com/us/nc/charlott...
- clientservices@firstcommand.com
Services
- financial advising
- financial coaching