First Command Financial Advisor - Nick Putnam
Why pick this one
First Command Financial Advisor - Nick Putnam emphasizes long-term financial security and has 16 years of experience in making smart financial decisions.
Best for
- military families seeking personalized financial coaching
- clients wanting to improve financial behavior
Look elsewhere if
- individuals looking for quick, transactional financial services
- clients seeking low-cost, no-frills financial advice
Specialties
- comprehensive financial planning
- investment strategies
- risk management
- debt management
Certifications
- RICP®
- Series 6
- Series 63
- Series 65
- NC Life & Health
- NC P&C
- NC LTC & Med Supp
What makes them different
- serves as a personal financial coach to clients
- focuses on disciplined, long-term saving and investing
- advocates time-tested financial principles
- active in the community volunteering for North Carolina Food Bank
- Years in business
- 16
- Serves
- Cary
Distilled from this business's own website.
Contact & Location
- Address
- 1903 N Harrison Ave Ste 102, Cary, NC 27513
- Phone
- 9198783577
- Website
- https://advisor.firstcommand.com/us/nc/cary/jnp...
- jnputnam@firstcommand.com
Services
- financial advisory
- financial coaching