We have gained a sense of confidence about our financial situation and goals going forward.
My wife and I are extremely satisfied and excited that Kelly helped us…
My wife and I recognize our pursuit of financial success is due to the many excellent financial advisors we have had the privilege to work with since joining USPA (today First Command) in the early 90s.
As I take time to review my 2021 financials it is clear to me that the client/advisor relationship Kelly O'Day developed with my wife and me had an impact. We discussed, explored, and developed strategies - key to me in 2021 was understanding tax implications and consolidating my retirement accounts. I had an account associated with a prior employer and felt it was important to move the monies to a First Command retirement account I have had for many years. Leery of moving a substantial amount of money between financial institutions, Kelly was a partner following up regularly throughout the process giving me confidence in the activities associated with the financial transactions.
My wife and I are extremely satisfied and excited that Kelly helped us and would like to recommend she be recognized for her exceptional customer service skills - she is outstanding! We look forward to working with Kelly in 2022 to help better deal with future tax implications and explore investment opportunities.
– Chief Master Sgt. Bill DeVos, USAF (Ret.) & Mrs. Marty DeVos
This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together “First Command”). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.
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Cecilia Brewington-Pettigrew is awesome!