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Home | Washington | First Command Financial Services

First Command Financial Services
Silverdale, WA


  

 

 



Contact Information

Company: First Command Financial Services
Address:

10049 Kitsap Mall Blvd, NW, Suite 289

City: Silverdale
State: WA
Zip: 98383


Advisors In This Office

Advisor

Offering Advice Since

Telephone

Fax

Email

Website

Peter Carlo

2001

(360) 692-0277

(360) 692-1387

pccarlo@firstcommand.com

View

Tom Carpenter

2007

(360) 692-0277

(360) 692-1387

twcarpenter@firstcommand.com

View

Todd Taylor

2004

(360) 692-0277

(360) 692-1387

tdtaylor@firstcommand.com

View

Cheryl Zudell

2004

(360) 692-0277

(360) 692-1387

clzudell@firstcommand.com

View

About Our Practice

As a Registered Investment Advisor firm, First Command develops and delivers comprehensive financial services to assist American families in their efforts to build wealth, reduce debt and pursue their lifetime financial goals and dreams.

Through a combination of independent advice and personalized financial plans encouraging consistent investing, carefully selected insurance and adequate savings, First Command has a rich history of establishing lasting relationships with hundreds of thousands of client families since 1958.

Investments and advisory services offered through First Command Financial Planning, Inc., member FINRA, SIPC.


Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Insurance
Long-term and elder care
Budgeting and cash management 


Charges to Clients for Services

Fee (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies
Commissions and/or loads for investment products purchased  


Association with the Office or Firm

Independent Contractor


Broker / Dealer Affiliation

Registered Representative

 


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