First Command Financial Advisor - Caleb Soukhamneut - Montgomery, Alabama
Address: 1930 Berryhill Rd, Montgomery, AL 36117, United States.
Phone: 3342777731.
Website: advisor.firstcommand.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Toilet.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of First Command Financial Advisor - Caleb Soukhamneut
⏰ Open Hours of First Command Financial Advisor - Caleb Soukhamneut
- 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
Introduction to Caleb Soukhamneut and First Command Financial Advisor
For individuals and families seeking comprehensive and personalized financial guidance, First Command Financial Advisor – Caleb Soukhamneut presents a compelling option. Located at 1930 Berryhill Rd, Montgomery, AL 36117, Caleb offers a dedicated approach to wealth management, retirement planning, and investment strategies. His commitment to client satisfaction is evident, and he consistently strives to exceed expectations.
Caleb's Expertise and Specialties
Caleb specializes in financial planning, assisting clients across a broad spectrum of financial needs. He doesn’t simply provide investment advice; rather, he takes a holistic view of a client’s financial situation, incorporating goals, risk tolerance, and time horizons into his recommendations. This consultative approach ensures that every strategy is tailored to the unique circumstances of each individual. His services extend to:
* Retirement Planning: Helping clients plan for a secure and comfortable retirement, considering factors like Social Security, pensions, and investment growth.
* Investment Management: Constructing and managing diversified investment portfolios aligned with client objectives.
* Estate Planning: Working alongside legal professionals to develop strategies for efficient and effective wealth transfer.
* Education Planning: Assisting families in saving for college and other educational expenses.
* Insurance Planning: Evaluating and recommending appropriate insurance coverage to protect assets and provide financial security.
Caleb’s dedication goes beyond simply executing transactions. He prioritizes building long-term relationships based on trust and open communication. He consistently demonstrates a deep understanding of his clients’ goals and concerns, providing proactive advice and support along the way. This proactive engagement is a cornerstone of his service philosophy.
Location and Accessibility
Caleb’s office is conveniently situated at 1930 Berryhill Rd, Montgomery, AL 36117. For those requiring accessibility, the location offers several important features: a wheelchair-accessible car park and a wheelchair-accessible entrance. Furthermore, a toilet is readily available on-site, demonstrating a commitment to inclusivity and accommodating diverse needs. This ensures that all clients can comfortably and confidently access his services.
Client Testimonials and Reputation
First Command Financial Advisor – Caleb Soukhamneut has garnered positive attention within the Montgomery community, reflected in its 15 reviews on Google My Business. The consistent 5/5 average rating underscores the high level of client satisfaction. Clients frequently commend Caleb’s responsiveness, his thoroughness, and his genuine care for their financial well-being.
One client stated, ‘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.’
The feedback consistently highlights Caleb’s proactive nature, his ability to simplify complex financial concepts, and his commitment to acting as a trusted advisor – not just a salesperson. He demonstrates a remarkable ability to create a comfortable and collaborative environment, fostering open dialogue and facilitating informed decision-making.
Contacting First Command Financial Advisor – Caleb Soukhamneut
To schedule a consultation or discuss your financial goals, you can reach Caleb directly at 3342777731. You can also explore his services and resources in greater detail on his website: advisor.firstcommand.com. His website provides valuable insights into his services, investment strategies, and educational resources.
Key Features Summary
| Feature | Description |
|---------------------|-------------------------------------------|
| Specialty | Financial Planning |
| Location | 1930 Berryhill Rd, Montgomery, AL 36117 |
| Phone | 3342777731 |
| Website | advisor.firstcommand.com |
| Accessibility | Wheelchair Accessible |
In conclusion, First Command Financial Advisor – Caleb Soukhamneut offers a professional, accessible, and client-focused approach to financial management. His expertise, combined with his commitment to personalized service, makes him a valuable resource for individuals and families seeking to achieve their financial objectives.
👍 Reviews of First Command Financial Advisor - Caleb Soukhamneut
