Will has exceeded our expectations in the manner of his care of us.
Sandy and I have been with First Command (formerly USPA&IRA) since about 1984 or so. In that time, with one exception, we’ve been blessed with diligent and personable agents. Our current agent, Will, has been looking after our interests for less than a year now. He has exceeded our expectations in the manner of his care of us. He has a hard act to follow: When we were living in Virginia, Michael Gilbert was our agent for a long time and when we moved and he retired, we were certain that we would never be that lucky again. WE WERE WRONG. Will has tackled all of our retirement, tax, investment, LTC, and other questions quickly and professionally. If our questions are tricky or complicated, and he is unsure of the answer, he calls the home office to get the answer. This is one of his best qualities or character traits. He is honest with us about his knowledge.
We recently benefited from two First Command-sponsored webinars, that Will invited us to; a LTC planning seminar and a tax planning seminar. Sandy and I found both seminars relevant to our situation and very informative. The LTC seminar made us realize that we needed to establish a trust to protect our privacy and the privacy of our heirs. Will connected us with a known trust attorney, otherwise we would be fishing in the dark. Thank You, Will!
– Jeff Swynenberg
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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