He does a great job for Sue and me and comes with my highest recommendation.
She is very knowledgeable and we trust her implicitly.
My wife and I have been clients of Mrs. Bartels-Giddings for what seems like forever (since 2010) and she has garnered our trust ever since. We have been able to decide what amount we wanted to invest without any pressure. She listens and does not talk over us or above us. She is very knowledgeable and we trust her implicitly. Whenever I have questions, she is able to answer them in terms I understand. I am not a business major but rather an engineer, so I know how important it is to speak in a common language with clients. Jamie has been able to do that every time I get concerns. An example would be the most recent concerns with the economy. I had questions about rolling over traditional IRA funds to a Roth and she explained the pros and cons very well such that I felt very much at ease when done.
– Kirk Halsey
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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With her guidance and understanding of my family's desires, she has helped us develop a plan.