I know that I can trust his advice.
My husband and I feel that Erin has our personal interests at heart.
"We have been Erin's clients for almost 6 years. During that time, she not only helped us allocate our assets in a way that will help us pursue a secure our retirement, she has also become a close personal friends. We email and text Erin whenever we cross a financial uncertainty and she helps us navigate (literally) everything: from taxes to investments to life insurance to disability. My husband and I feel that Erin has our personal interests at heart. She shows it by being available on weekends and evenings, despite having an extremely busy schedule herself. She has always gone above and beyond. We cannot recommend Erin and her team enough. We feel like a family member is helping us prepare for our retirement and is coaching us through every life transition. "
Thank you, Erin.
– Megan Jolicoeur
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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Jeff has been so great in my financial planning experience!