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First Command Financial Services
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First Command Financial Services
Beavercreek, OH
Contact Information
| Company: |
First Command Financial Services |
| Address: |
4407 Walnut Street, Suite 210 (The Greene Town Center) |
| City: |
Beavercreek |
| State: |
OH |
| Zip: |
45440 |
Advisors In This
Office
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 Estate planning 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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