First Command Financial Advisor - Caleb Soukhamneut - Montgomery, Alabama

Introduction to Caleb Soukhamneut and First Command Financial Advisor

For individuals and families seeking comprehensive and personalized financial guidance, Caleb Soukhamneut at First Command Financial Advisor presents a compelling option. Located at 1930 Berryhill Rd, Montgomery, AL 36117, Caleb offers a dedicated approach to helping clients achieve their financial goals. He’s a seasoned financial planner specializing in delivering tailored strategies for retirement planning, investment management, education savings, and estate planning.

Caleb’s Expertise and Services

Caleb’s role extends beyond simply offering investment advice. He prioritizes building strong, trusting relationships with his clients, taking the time to understand their unique circumstances, risk tolerance, and aspirations. This deeply personalized approach distinguishes him within the firm. His services encompass a wide range of financial planning needs:

• Retirement Planning: Caleb assists clients in developing strategies to ensure a comfortable and financially secure retirement. This includes projecting future income needs, optimizing investment portfolios, and exploring various retirement account options.
• Investment Management: He provides expert guidance on selecting and managing investments aligned with clients’ long-term objectives. He’s committed to a holistic investment approach.
• Education Savings: Caleb helps families establish and manage accounts like 529 plans to support their children’s educational pursuits.
• Estate Planning: Recognizing the importance of legacy planning, he works with clients to develop strategies for transferring assets and ensuring their wishes are honored.
• Financial Reviews: Regular reviews and adjustments to financial plans are conducted to adapt to changing life circumstances and market conditions.

Caleb’s commitment to his clients is evident in his proactive communication and dedication to providing clear, understandable advice. He consistently strives to keep his clients informed and empowered to make sound financial decisions. His focus is on delivering peace of mind and confidence in their financial future.

Location and Accessibility

Conveniently situated at 1930 Berryhill Rd, Montgomery, AL 36117, Caleb’s office is easily accessible. The facility boasts wheelchair-accessible features, including a car park and entrance, demonstrating a commitment to inclusivity and ensuring a comfortable experience for all clients. Visitors can easily reach him by phone at 3342777731. His website, advisor.firstcommand.com, provides additional resources and information about his services and the First Command Financial Advisor network.

Client Feedback and Reputation

First Command Financial Advisor consistently receives positive feedback from its clients. On Google My Business, the company has garnered 15 reviews, all of which reflect a remarkable level of satisfaction. The prevailing sentiment consistently praises Caleb’s dedication, reliability, and genuine care. Clients consistently highlight his proactive approach, thoroughness, and commitment to understanding their individual needs. He’s described as someone who goes above and beyond to ensure client satisfaction, demonstrating a truly client-centric philosophy.

The consistent 5/5 average rating speaks volumes about the quality of service provided by Caleb and the firm as a whole. It suggests a strong emphasis on building long-term relationships based on trust and mutual respect. This commitment to excellence is a defining characteristic of First Command Financial Advisor and Caleb Soukhamneut’s practice.

Key Takeaways

In summary, Caleb Soukhamneut at First Command Financial Advisor offers a valuable service to individuals and families seeking professional financial guidance. His expertise, combined with a dedication to personalized service and accessibility, positions him as a trusted resource for achieving financial security and realizing long-term goals. The firm’s commitment to inclusivity, evidenced by its accessible facility, further enhances the client experience. For those in the Montgomery, Alabama area, or seeking a reputable financial advisor, Caleb’s services are certainly worth considering.

👍 Reviews of First Command Financial Advisor - Caleb Soukhamneut

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.

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.

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

Cody M.

5/5

Caleb is great help and will go to great lengths to assist me and whatever I need. He helped me move my money over. I highly recommend!

Matthew C.

5/5

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