Elevate Advisors

First Command Financial Advisor - Alan Wesenberg, RICP® - Colorado Springs, Colorado

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 615 Wooten Rd #130, Colorado Springs, CO 80915, United States.
Phone: 7194655555.
Website: advisor.firstcommand.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointments recommended.
Opinions: This company has 20 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of First Command Financial Advisor - Alan Wesenberg, RICP®

First Command Financial Advisor - Alan Wesenberg, RICP® 615 Wooten Rd #130, Colorado Springs, CO 80915, United States

☎️7194655555

⏰ Open Hours of First Command Financial Advisor - Alan Wesenberg, RICP®

  • 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

First Command Financial Advisor - Alan Wesenberg, RICP®

First Command Financial Advisor - Alan Wesenberg, RICP® is a financial planner dedicated to helping individuals and families achieve their financial goals. Located at Address: 615 Wooten Rd #130, Colorado Springs, CO 80915, United States, this financial advisor offers expert guidance and personalized financial plans tailored to each client's unique needs and goals.

Specialties

As a financial planner, Alan Wesenberg specializes in providing comprehensive financial planning services to help clients make informed decisions about their financial future. His expertise includes retirement planning, investment management, tax planning, estate planning, and insurance services.

Accessibility and Convenience

First Command Financial Advisor - Alan Wesenberg, RICP® understands the importance of accessibility and convenience for its clients. The office is wheelchair-accessible, with a wheelchair-accessible car park, entrance, and toilet, making it easy for clients with mobility challenges to visit. Additionally, appointments are recommended to ensure that clients receive the personalized attention they deserve.

Client Reviews

First Command Financial Advisor - Alan Wesenberg, RICP® has received numerous positive reviews from satisfied clients. With 20 reviews on Google My Business and an average opinion of 5/5, clients consistently praise Alan Wesenberg for his expertise, knowledge, and genuine care for his clients.

"Alan has been our financial advisor for over 3 years now. My wife and I are dual military, and through a constantly changing life plan Alan has expertly helped us navigate our finances. He genuinely cares about his clients, is knowledgeable while ensuring everything is understood, and is a pleasure to talk to. He's been our favorite advisor through many First Command branches and we highly recommend him to anybody looking for thorough, honest financial planning."

Recommendation

If you're looking for a knowledgeable, experienced, and caring financial planner, look no further than First Command Financial Advisor - Alan Wesenberg, RICP®. With a wealth of experience and a commitment to providing personalized financial plans tailored to each client's unique needs and goals, Alan Wesenberg is an excellent choice for anyone looking to secure their financial future. Contact him today through his website to schedule an appointment and start your journey towards financial success

👍 Reviews of First Command Financial Advisor - Alan Wesenberg, RICP®

First Command Financial Advisor - Alan Wesenberg, RICP® - Colorado Springs, Colorado
Erik Seibt
5/5

Alan has been our financial advisor for over 3 years now. My wife and I are dual military, and through a constantly changing life plan Alan has expertly helped us navigate our finances. He genuinely cares about his clients, is knowledgeable while ensuring everything is understood, and is a pleasure to talk to. He's been our favorite advisor through many First Command branches and we highly recommend him to anybody looking for thorough, honest financial planning.

First Command Financial Advisor - Alan Wesenberg, RICP® - Colorado Springs, Colorado
Kelsey W
5/5

Alan was wonderful to work with! He took the time to explain all of the items and options on our budget and investments. I feel so much more knowledgeable about my own finances and the financial planning for my husband and I. Alan's knowledge, patience, and kindness was so wonderful for building trust, understanding and a stronger financial foundation individually and as newlyweds. I am excited to put Alan's suggestions into action and definitely plan on meeting with him again to continue on a secure financial trajectory!

First Command Financial Advisor - Alan Wesenberg, RICP® - Colorado Springs, Colorado
Daniel Cowart
5/5

Alan is a great and caring financial advisor! I’ve been a client of his for a year now. He has helped me with setting up life insurance for myself now before I retire. He has also educated me on investing and how to diversify my portfolio in my Thrift Savings Plan. I would recommend his services to future First Command clients.

First Command Financial Advisor - Alan Wesenberg, RICP® - Colorado Springs, Colorado
Bridget Graham
5/5

Excellent service!

Alan has the professional experience and maturity combined with personal compassion to adjust to your family’s needs. Highly recommended!!!

First Command Financial Advisor - Alan Wesenberg, RICP® - Colorado Springs, Colorado
Joe Steiner
5/5

Alan has been fantastic to work with over the last several years. He has helped guide us through some complicated financial issues that had potential tax implications - his advice has always been spot on and easy to understand. Alan has taken the time to get to know us and our goals and uses that information to craft investment strategies that meet our short-term and long-terms desires and needs. He's also worked with our 2 adults sons and helped get them set up on the right path. We appreciate the time and guidance he provides and look forward to a long and mutually beneficial relationship.

First Command Financial Advisor - Alan Wesenberg, RICP® - Colorado Springs, Colorado
Tay Kirk
5/5

Alan has been our mentor for years in managing our investments and wading through the complexities of governmental requirements. His sage wisdom is always spot on, and we trust him implicitly with his financial recommendations. We are enjoying a very comfortable retirement now due to all his hard work for us. We highly recommend him to you without reservation and proudly call him Friend.

First Command Financial Advisor - Alan Wesenberg, RICP® - Colorado Springs, Colorado
SHERRY KRAVIG
5/5

Alan was absolutely wonderful to work with. I'm sure I could be a real challenge to work with, as I have never enjoyed working with finances, my husand always took care of all that, even though he did try to include me. When he passed away quite suddenly that left me to take care of all the finances and I didn't have a clue what to do. Upon meeting Alan for the first time he was very patient, very informative and is guiding me through it all. I do feel that I definitely understand much better what I need to do and know that he has my best interest at heart. I know that I still have a considerable amount to learn but feel sure that with each conversation with Alan I will become much more confident in knowing what I need to do to take care of my financial future. Thank you, Alan!!

First Command Financial Advisor - Alan Wesenberg, RICP® - Colorado Springs, Colorado
Patti Obermeyer
5/5

Alan is by far THE BEST advisor we've had during our 34 year partnership with USPA and IRA and First Command. He is excellent at explaining the intricacies if financial investing ... is a great listener, and offers sound snd objective advise to our questions and concerns. We are where we are at ... financially set for our future because of Alan. If you want the same, ask Alan be your advisor, too.

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