Elevate Advisors

First Command Financial Advisor - Tony Perez - Shalimar, Florida

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 1120 Eglin Pkwy, Shalimar, FL 32579, United States.
Phone: 8506136990.
Website: advisor.firstcommand.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Restroom, Appointments recommended.
Opinions: This company has 46 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of First Command Financial Advisor - Tony Perez

First Command Financial Advisor - Tony Perez 1120 Eglin Pkwy, Shalimar, FL 32579, United States

☎️8506136990

⏰ Open Hours of First Command Financial Advisor - Tony Perez

  • 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

Próximamente se presentará información sobre First Command Financial Advisor - Tony Perez

First Command Financial Advisor - Tony Perez es una empresa que ofrece servicios financieros personalizados a individuos y familias en la región de Shalimar, Florida. La empresa se encuentra ubicada en Address: 1120 Eglin Pkwy, Shalimar, FL 32579, United States., lo que la convierte en una opción conveniente para aquellos que buscan asesoramiento financiero en la zona.

Para contactar con Tony Perez o obtener más información, puede llamar al teléfono 8506136990 o visitar su página web en advisor.firstcommand.com.

Especialidades y características

Como Financial Planner, Tony Perez se especializa en ofrecer asesoramiento financiero personalizado a individuos y familias. Sus especialidades incluyen:

  • Planificación financiera
  • Asesoramiento sobre inversiones
  • Planificación para la jubilación
  • Asesoramiento sobre seguros

La empresa también destaca por ser Wheelchair-accessible, lo que la hace accesible para todos los clientes, incluyendo aquellos con discapacidades físicas.

Opiniones y recomendaciones

Según las opiniones de los clientes, Tony Perez es conocido por ser extremadamente ayudador y conocedor de la información militar. Sus clientes elogian su capacidad para personalizar planes financieros y su vibe paternal que los hace sentir cómodos y seguros durante el proceso de planificación financiera.

Es importante destacar que la empresa tiene 46 review en Google My Business, lo que sugiere que la mayoría de los clientes están satisfechos con los servicios ofrecidos por Tony Perez.

Recomendación final

Si estás buscando un asesoramiento financiero personalizado y confiable, First Command Financial Advisor - Tony Perez es una excelente opción. Con su experiencia y conocimiento en la materia, Tony Perez puede ayudarte a crear un plan financiero que se adapte a tus necesidades y objetivos. Visita su página web para obtener más información y contactar con Tony Perez para programar una cita.

👍 Reviews of First Command Financial Advisor - Tony Perez

First Command Financial Advisor - Tony Perez - Shalimar, Florida
Bryan P.
5/5

Tony was extremely helpful in helping me navigate not only my current financial state but helping me plan for my future. He was able to sit down with me and personalize a plan that will benefit me and my family for years to come.

First Command Financial Advisor - Tony Perez - Shalimar, Florida
Robert R.
5/5

Tony was amazing. Guy is extremely knowledgeable and great with military pay information. Retired SgtMaj and you get that vibe like he’s a father looking out for you. Come with your pay information, be honest even though it can be tough, he will break things down so you can plan best for that rainy day.

First Command Financial Advisor - Tony Perez - Shalimar, Florida
James S.
5/5

Tony reviewed my finances to maximize investments. He was knowledgeable and genuine in his efforts to educate me. Just sit down with him and you can see how to better grow your money.

First Command Financial Advisor - Tony Perez - Shalimar, Florida
Devin D.
5/5

When I originally went into the meeting with Tony, I was unsure of what I was going to get out of it. After sitting down and listening to him and breaking everything down and gaining knowledge of the things that I was ignorant to, I then realized why I was here. I am military. Tony broke down everything about my LES, TSP death benefits, and haven’t even scratched the surface. If you have any questions financially or looking to gain financial literacy, this is the place to start ask for Tony if your military he’s prior service.

First Command Financial Advisor - Tony Perez - Shalimar, Florida
Zachary T.
5/5

Tony is very dedicated to his craft and his clientele. He provides personalized assistance and advice to best meet the needs of his clientele.

First Command Financial Advisor - Tony Perez - Shalimar, Florida
Tara D.
5/5

Tony Perez taught me and my husband some very valuable financial information that will help us now and in the future. Definitely recommend him!

First Command Financial Advisor - Tony Perez - Shalimar, Florida
Marc A.
5/5

Tony is a Subject Matter Expert. Great listener and advisor. Makes clients’ needs priority. Takes his time to walk you thru the process. He’s very direct. He’s also a funny guy. Very charismatic and relatable. Can’t go wrong with Tony.

First Command Financial Advisor - Tony Perez - Shalimar, Florida
Brittany R.
5/5

I feel so relieved to have this help getting my family’s finances squared away. It’s really nice to work with someone who truly understands all of the nuances and speaks the same military language

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