First Command
Financial Advisor
Why pick this one
First Command provides military-focused financial coaching, including Blended Retirement System and TSP guidance, from its Wilmington, NC office.
Best for
- Military families seeking financial coaching
- Service members navigating the Blended Retirement System
- Military personnel seeking Thrift Savings Plan allocation guidance
- Clients needing integrated investment, retirement, insurance, and risk planning
- Education funding and retirement income planning
Specialties
- comprehensive financial planning
- investment strategies
- retirement income planning
- education funding solutions
- asset allocation and management
- insurance solutions
- risk management
- Blended Retirement System guidance
- Thrift Savings Plan contribution guidance
Certifications
- CFP®
- ChFC®
- RICP®
- Series 6 securities license
- Series 7 securities license
- Series 63 securities license
- Series 65 securities license
- Series 26 securities license
- Life and health insurance licenses in North Carolina, South Carolina, Georgia, and Florida
What makes them different
- Focused on coaching military families toward financial security
- Wilmington advisor Christina Rodriguez is a military spouse
- Advisor Christina Rodriguez has bachelor's degrees in Finance and Banking and Risk Management and Insurance
- Advisor Christina Rodriguez has knowledge of military pay, benefits, the Blended Retirement System, and the Thrift Savings Plan
- First Command has operated since 1958 and maintains 175+ offices worldwide
- Years in business
- 68
- Serves
- Wilmington
Distilled from this business's own website.
Contact & Location
- Address
- 2709 Market St Ste 102, Wilmington, NC 28403
- Phone
- 9107990715
- Website
- https://advisor.firstcommand.com/us/nc/wilmingt...
- clientservices@firstcommand.com
Services
- financial planning
- investment management
- retirement planning
- education funding
- insurance planning
- risk management
- banking