I highly recommend Mario Oliver and McKenna to anyone looking to pursue financial security
They are in it for the long haul and are teachers as much as Advisors…
I have been involved with First Command for well over 30 years, long before they called themselves by that name. I can wholeheartedly say that it was their knowledge, advice, and systemic approach to financial readiness that has given my family a sense of confidence.
When you find an Advisor (as we did with both Dave M Surgent and Peppy Kazhoyan Cummings) who takes the time to understand your unique situation with all its specific goals, limitations and changes to who really connect to you as individuals then trust comes naturally. They are in it for the long haul and are teachers as much as Advisors, helping us to understand the ups and downs of the financial world and how it impacts on our own changing financial needed.
When the time is right our children will continue as part of the First Command family, developing a knowledgeable and disciplined approach to preparing for their future. Thanks to First Command for instilling that philosophy in us.
– Lt Col. Deborah Drain, USA (Ret.)
Peppy Kazhoyan Cummings
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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Having a great Financial Advisor has really helped guide me through these rough times.