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Financial Planning Resources for Federal & Postal Employees

First Command Financial Services

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Company: First Command Financial Services
Address: 5823 Allentown Rd
City: Camp Springs
State: MD
Zip: 20746

Advisors In This Office

Advisor Offering Advice Since Telephone Fax Email Website
Mark Spitler 1993 301-899-9171 301-423-8028 mgspitler@firstcommand.com View
Karen Foley CFP 1998 301-899-9171 301-423-8028 kmfoley@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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