First Command Financial Advisor - Caleb Soukhamneut - Montgomery, Alabama

Caleb Soukhamneut – Your Trusted Financial Advisor

For individuals seeking comprehensive and personalized financial guidance, First Command Financial Advisor – Caleb Soukhamneut presents a compelling option. Located at 1930 Berryhill Rd, Montgomery, AL 36117, United States, Mr. Soukhamneut offers a dedicated service tailored to meet diverse financial needs. Reaching him is simple through his phone number: 3342777731. Prospective clients can also explore his offerings and background further by visiting his website: advisor.firstcommand.com. He specializes in financial planning, demonstrating a commitment to helping clients achieve their long-term financial goals.

Expertise and Services

Caleb Soukhamneut’s role as a First Command Financial Advisor signifies access to a robust platform and a wealth of resources. As a First Command representative, he operates under a highly regulated and established firm, instilling confidence in his clients. His services extend beyond simple investment recommendations; he provides a holistic approach to financial wellness, encompassing retirement planning, investment management, education funding, and estate planning considerations. He diligently assists clients in understanding the nuances of various investment strategies and aligning them with their specific risk tolerance and financial objectives. He takes a proactive approach, regularly communicating with clients to review their portfolios and adjust strategies as needed, reflecting a dedication to ongoing support.

Accessibility and Amenities

Recognizing the importance of convenient access, Mr. Soukhamneut’s office is equipped to cater to clients with diverse needs. The location features a wheelchair-accessible car park and a wheelchair-accessible entrance, demonstrating a commitment to inclusivity and ensuring that all clients can comfortably visit. Furthermore, a toilet is readily available, adding to the overall convenience of the facility. These accessibility features underscore a dedication to providing a welcoming and accommodating environment for everyone.

Client Feedback and Reputation

Initial indications suggest a consistently positive client experience. First Command Financial Advisor – Caleb Soukhamneut currently holds 15 reviews on Google My Business, all averaging a remarkable 5/5. These reviews consistently highlight Mr. Soukhamneut’s approachable nature, his commitment to client education, and his proactive approach to financial planning. Clients frequently commend his ability to simplify complex financial concepts and translate them into actionable strategies. The feedback strongly suggests a focus on building long-term relationships based on trust and mutual understanding. He seems particularly adept at guiding young adults through the initial stages of their financial journey, providing clarity and confidence as they establish their financial foundation. His dedication to understanding each client's unique circumstances ensures personalized financial advice.

Key Features & Benefits

• Personalized Financial Planning: Tailored strategies aligned with individual goals.
• Investment Management: Professional portfolio management services.
• Retirement Planning: Comprehensive strategies for securing a comfortable retirement.
• Education Funding: Assistance with college savings plans and other educational expenses.
• Estate Planning: Guidance on preserving assets and ensuring a smooth transfer of wealth.
• Accessible Location: Wheelchair-accessible facilities for enhanced convenience.

The combination of his expertise, commitment to accessibility, and positive client feedback positions Caleb Soukhamneut as a valuable resource for individuals seeking a trusted and knowledgeable financial advisor. His dedication to providing clear explanations and proactive support makes him a strong choice for navigating the complexities of personal finance. He strives to empower clients with the knowledge and tools necessary to make informed decisions and achieve their financial aspirations. The availability of resources through First Command further strengthens his ability to offer a wide range of financial solutions.

👍 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.