First Command Financial Advisor - Caleb Soukhamneut - Montgomery, Alabama

Caleb Soukhamneut – Your Dedicated 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, Caleb offers a dedicated approach to helping clients achieve their financial goals. His team operates with a strong commitment to client well-being and long-term financial security. Contacting him directly is straightforward via phone at 3342777731, or by visiting his website: advisor.firstcommand.com. The website provides an excellent platform to learn more about his services and schedule a consultation.

Specializing in Financial Planning

Caleb’s primary focus is financial planning, catering to a diverse clientele with varying needs and circumstances. He understands that every individual’s financial journey is unique, and he prides himself on developing tailored strategies designed to align with specific objectives. His services extend beyond simple investment advice; he takes a holistic view, considering retirement planning, education funding, estate planning, and insurance needs. The goal is to create a robust financial roadmap, offering peace of mind and a clear path towards a secure future.

Accessibility and Amenities

Recognizing the importance of accessibility, Caleb’s office is equipped to cater to clients with mobility challenges. Specifically, the location features a wheelchair-accessible car park and a wheelchair-accessible entrance, ensuring inclusivity and comfort for all visitors. Furthermore, a toilet is readily available for client convenience. These features demonstrate a commitment to providing a welcoming and accessible environment for everyone.

Client Feedback & Reputation

Early indicators suggest a remarkably positive client experience. This company has 15 reviews on Google My Business, with an impressive average opinion of 5/5. These reviews consistently highlight Caleb’s approachable demeanor, his dedication to client understanding, and his expertise in navigating the complexities of the financial landscape. Clients frequently mention his ability to explain complex concepts in a clear and understandable manner, fostering trust and confidence. He demonstrates a genuine interest in his clients’ financial concerns and provides proactive support throughout the planning process. The consistent high ratings suggest a strong commitment to delivering exceptional service and achieving positive client outcomes.

Key Services Offered

• Retirement Planning: Caleb assists clients in developing strategies to ensure a comfortable and financially secure retirement.
• Investment Management: He provides guidance on asset allocation, portfolio diversification, and investment selection.
• Education Funding: For families with children, Caleb offers solutions for college savings plans and other educational expenses.
• Estate Planning: He collaborates with estate planning attorneys to help clients protect their assets and ensure their wishes are carried out.
• Insurance Planning: Caleb helps clients assess their insurance needs and select appropriate coverage options.

First Command Financial Services is a registered broker-dealer and investment advisor registered with the Securities and Exchange Commission (SEC) and member of the Financial Industry Regulatory Authority (FINRA). Caleb’s commitment to professional standards and regulatory compliance reinforces the firm’s dedication to client protection and ethical conduct. He leverages the resources and expertise of First Command to provide clients with access to a wide range of investment products and services.

Clients consistently praise Caleb’s thoroughness and his ability to patiently address their questions and concerns. He takes the time to fully understand each client’s financial situation, goals, and risk tolerance before recommending any specific strategies. This personalized approach builds strong, long-lasting relationships based on trust and mutual respect. His dedication extends beyond simply managing investments; he acts as a trusted advisor, guiding clients through major life decisions and helping them stay on track with their financial goals. The emphasis on long-term financial security and client education is a distinguishing characteristic of Caleb’s approach.

👍 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.