First Command Financial Advisor - Caleb Soukhamneut - Montgomery, Alabama

Introduction to Caleb Soukhamneut and First Command Financial Advisor

For individuals seeking comprehensive and personalized financial guidance, Caleb Soukhamneut at First Command Financial Advisor offers a dedicated service focused on building secure and prosperous futures. Located at 1930 Berryhill Rd, Montgomery, AL 36117, United States, Caleb provides expert advice and tailored solutions to meet a diverse range of financial needs. His commitment extends beyond simply managing investments; he prioritizes fostering a strong, trusting relationship with each client, ensuring they feel supported and informed throughout their financial journey. First Command Financial Advisor is a well-established firm with a strong reputation for ethical practices and client-centric service, and Caleb’s role exemplifies this dedication.

Caleb’s Expertise: A Financial Planner

Caleb Soukhamneut operates as a Financial Planner, specializing in guiding clients through all aspects of their financial lives. He focuses on developing strategic plans encompassing retirement planning, investment management, education funding, and estate planning. His approach is rooted in a deep understanding of market dynamics and a commitment to aligning financial strategies with individual goals and risk tolerance. Caleb’s expertise allows him to craft customized solutions that consider both short-term and long-term objectives, offering peace of mind and a clear path toward financial success.

Location and Accessibility

The First Command Financial Advisor office in Montgomery, Alabama, is conveniently situated at 1930 Berryhill Rd. The facility boasts wheelchair-accessible car park and wheelchair-accessible entrance, demonstrating a commitment to inclusivity and ensuring accessibility for all clients. Furthermore, a toilet is readily available on-site, adding to the comfort and convenience for visitors. This dedication to accessibility underlines the firm’s values and commitment to serving the entire community.

Client Reviews and Reputation

First Command Financial Advisor consistently receives positive feedback from its clientele. Currently, the company maintains 15 reviews on Google My Business, with an impressive average opinion of 5/5. These reviews consistently highlight Caleb’s helpfulness, knowledgeability, and dedication to his clients’ well-being. Clients frequently commend his ability to explain complex financial concepts in an accessible manner and his proactive approach to addressing their concerns. The overwhelmingly positive sentiment suggests a strong foundation of trust and satisfaction amongst those who have engaged his services. The consistent praise demonstrates a focus on building lasting relationships and delivering exceptional value.

Key Services Offered

• Retirement Planning: Strategic planning to ensure a comfortable retirement lifestyle.
• Investment Management: Personalized portfolios tailored to individual risk profiles and goals.
• Education Funding: Assistance with 529 plans and other strategies to fund future education expenses.
• Estate Planning: Guidance on wills, trusts, and other estate planning tools to protect assets and ensure a smooth transfer of wealth.
• Financial Analysis and Advice: In-depth reviews of current financial situations and recommendations for improvement.

Contact Information

To schedule a consultation with Caleb Soukhamneut, you can reach him directly at 3342777731. Alternatively, you can explore his profile and learn more about First Command Financial Advisor on their website: advisor.firstcommand.com. The website provides valuable resources and information for potential clients, allowing them to gain a deeper understanding of the firm’s services and Caleb’s approach.

Further Considerations

Clients often appreciate Caleb’s thoroughness and his commitment to staying informed about market trends and regulatory changes. His proactive communication and willingness to answer questions demonstrate a genuine desire to empower clients with the knowledge they need to make informed decisions. The firm's commitment to accessibility and positive client reviews further solidify its position as a trusted and reliable resource for financial planning needs. Exploring the website and contacting Caleb directly is highly recommended for anyone seeking professional financial guidance.

👍 Reviews of First Command Financial Advisor - Caleb Soukhamneut

It's N. E. B. G.

5/5

Caleb has been incredibly helpful in providing me financial advise as a young adult starting my life. He is friendly, hard working, and very knowledgeable.

Eli G.

5/5

Caleb has been incredibly helpful making sure that I had a really good understanding of the difference policies and ways the I can invest my money in a way that will benefit me the most in the long run. He’s gone above and beyond to ensure that I’m well taken care of.

Debra P.

5/5

calebhas been extremely helpful and I feel confident that my issues will be handled appropriately. He is my fourth adviser since moving back to Alabama and He has accomplished so much for me since I have received him as my advisor. very pleased.

Evo

5/5

Caleb has been incredibly helpful to me. From the very beginning, he’s gone above and beyond to ensure that I’m well taken care of. He consistently puts in the effort to understand what I need, and he always does everything within his power to make sure I’m completely satisfied. His dedication, reliability, and genuine care really set him apart; he doesn’t just do the job, he does it with excellence and heart. It’s clear that he truly wants the best for the people he helps, and I’m genuinely grateful for all the support he’s provided.

Scott B.

5/5

Caleb has helped me get prepared for my future financial goals. Right now, we are working together, to meet and exceed my debt free goals for the future. I strongly recommend that anyone who is interested in a future with financial freedom, reach out to Caleb, asap.

Shawone R.

5/5

Caleb is very thorough and knowledgeable about financial investments. He has done a great job for me and my family. I would highly recommend him as your financial manager.

Nicholas F.

5/5

Caleb Soukhamneut was EXTREMELY helpful with getting me started on my financial goals. He was professional and knowledgeable. 10/10 experience

Matthew C.

5/5

Caleb is incredibly professional and knowledgeable. He has been helpful in every step along the way.