Since working with her, I have been very happy with her advice in pursuit of my goals.
Overall, Jason's advice has helped me feel more confident in my finances for the future.
Jason was professional and efficient from the moment I walked through the door. He wasted no time during appointments, completing the tasks I came to him for in a timely, yet comprehensive manner. He answered all questions I had, whether they be simple inquiries about my investment accounts or general analysis about the state of the economy and his viewpoints on the matter. He also goes into depth on things I had not thought to ask about or even knew about just to put me in a more knowledgeable position with how I will be pursuing my goals over time. Overall, Jason's advice has helped me feel more confident in my finances for the future.
– Luke Vogel
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.
Get Squared Away®
Let’s start with your financial plan.
Answer just a few simple questions and — If we determine that you can benefit from working with us — we’ll put you in touch with a First Command Advisor to create your personalized financial plan. There’s no obligation, and no cost for active duty military service members and their immediate families.GET STARTED
We have a great sense of relief knowing that Juan Garcia is there for us.