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Financial planner

First Command Washington St, Watertown

4.2
(4)
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Phone:

+1 315-681-6422

Website:

https://advisor.firstcommand.com/us/ny/watertown

Address:

215 Washington St Suite 214, Watertown, NY 13601, United States

Services:

Auto insurance, Financial planning, Investment advising, Retirement savings consulting, Wealth management, Asset Management, Brokerage Services, Business Continuity Plans, Comprehensive Financial Plan,

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    First Command Reviews

    4.2
    4 Reviews
    • L

      Lamont James
      5

      Let me start by saying I was super apprehensive about the whole process of meeting a total stranger and entrusting him with the future well being of my family and I. However, meeting with our advisor Todd couldn't have been a more welcomed experience. From our very first meeting we had complete access to Todd as well as the other office workers at First Command when needed. Each meeting with Todd was like a job interview as my wife is well versed in financial management and often time was commended on her line of questioning. Having said that Todd was always able to reply in an intelligent manner and displayed extensive knowledge of his profession. It was this quality that won us over and comforted us with trusting him with our future. Things were confirmed for us once we left the area Todd serviced and our new First Command agent was in total agreeance of how Todd set up our plan to meet our retirement goals. I would whole heartedly recommend Todd and First Command for anyone wanting to set themselves up for the long haul.

      Response from the owner

      Hi Lamont. Great to hear from you and thank you so much for the kind words and positive review. It really means a lot getting such great feedback. Thanks again and we're looking forward to seeing you in person soon!

    • M

      Mark Rupinski
      5

      Overall fantastic experience with First Command. My wife and I met our advisor, Todd, through a recommendation from one of our friends. From the start he was extremely professional, easy to reach, plan with, and has a true desire to see us succeed. We are set up better now than ever to move forward in life. Highly recommend.

      Response from the owner

      Hi Mark. Thanks so much for the kind words and the amazing review. We really appreciate you taking the time to write it. Thanks again and looking forward to seeing you soon!

    • B

      Bob Reed
      5

      I've loved my experiences with both First Command as a whole, and specifically with Todd as my financial advisor. I've had money invested in a ROTH IRA for over 15 years, 401K/TSP for about the same, and several insurances just as long. Over this timespan I've worked with several financial institutions and individual advisors. I was never treated attentively until I came to First Command. You're more than just "another person with money" there, regardless of how much or little that may be. Their goal is to set a specialized plan in place FOR YOU. You are truly put in the drivers seat to succeed with the professional help you'd expect to receive from an organization and staff who specialize in wholistic financial management. I'm quite knowledgeable with finance, accounting, and investing. But the bottom line is "It's not my full-time job" and I'm not an expert. It's your hard earned money on the line, and I can't imagine leaving First Command after the attentive and insightful experiences I've had with them. Todd has helped me to achieve far higher asset appreciation then I could have on my own, and I've never had a question or need go unanswered. I'm truly appreciative and satisfied with his services, and recommend my closest friends to at least see the difference they can make at First Command!

      Response from the owner

      Hi Robert. Thank you for taking the time to write your review and for your incredibly kind words. Really appreciate you sharing your experience with us. Thanks so much and hope to see you soon!

    • J

      Jennifer Carlson-Fraine
      1

      Todd found us at the grocery store and talked business. He was real happy and consistent to help us in the beginning. Asked us to make early down payment so he could get promoted and then after that promotion, we never heard from the snake again. I didn't trust the guy but my husband sure did because he wanted the best for the family. I would not go with this place. We have a bank account and checks with them and we can't even use our money thats in our accounts. Worst investment ever. Oh! I would love to add that we have tried several times to contact our “advisor” and he doesn't answer or he's lost our number again....

      Response from the owner

      Hi Jennifer. Thank you so much for taking the time to post your review and for sharing your thoughts with us. We believe in putting our clients first and we're sorry to hear that you feel our service didn’t meet your needs. We'd really like to try make this right and have since escalated this with our team and will be trying to reach out to you shortly. Alternatively, if you'd like to call us directly that would also be incredibly helpful, so we can try to get this situation resolved. Thank you so much for bringing your concerns to our attention and we look forward to speaking with you soon.

    Personal Loans in Your Area of Watertown

    FAQs

    • 1. How Can I Get Connection With First Command?

      Just ring them at this phone number +1 315-681-6422. You can also visit their website and submit the loan request form online.
    • 3. What Services Are Available In First Command?

      First Command provides you with a wide range of services which include: '
      • Auto insurance
      • Financial planning
      • Investment advising
      • Retirement savings consulting
      • Wealth management
      ' You can get a title loan if you have a free vehicle title on your name.
    • 5. Is First Command an Agency or a Lender?

      First Command is a Financial planner. To make your lending process fast and easy, we get you connected with a large pool of honest lenders over the internet. You can get a fast personal loan as fast as the same day.
    • 2. What Is the Address Of First Command? How Can I Get There?

      First Command is situated at 215 Washington St Suite 214, Watertown, NY 13601, United States. Just refer to the map below and find the best way to access it.
    • 4. How Can I Apply for a Loan at First Command?

      To get the loan you need, you can visit their website and submit the loan request form online. If you are looking for fast payday loans over the internet, you can visit our official site for more details.
    • 6. What Can I Do if I Can Not Repay My Loan?

      You can communicate with your lender if you have difficulty making the payments. Different lenders have different standards to deferred payment. Remember to check out carefully before signing any loan agreement.
    • 7. Does First Command Offer Loans for Bad Credit?

      Yes, but if you want to boost your possibility of getting approved, you can turn to our broker service! Just go to our website to get personal installment loans even with bad credit.