First Command Financial Advisor - Caleb Soukhamneut - Montgomery, Alabama

Introduction to Caleb Soukhamneut and First Command Financial Advisor

For individuals seeking comprehensive and personalized financial guidance, First Command Financial Advisor – Caleb Soukhamneut offers a dedicated and client-focused approach. Located at 1930 Berryhill Rd, Montgomery, AL 36117, Caleb provides a range of services designed to help clients achieve their long-term financial goals. His commitment to understanding each client’s unique circumstances and tailoring strategies accordingly is a cornerstone of his practice.

Caleb’s Expertise: A Financial Planner

Caleb Soukhamneut operates as a financial planner, specializing in assisting clients with various aspects of their financial lives. He’s not just about managing investments; he takes a holistic view, encompassing retirement planning, education funding, estate planning, and insurance needs. He meticulously analyzes a client’s current financial situation, assesses their risk tolerance, and develops a roadmap for achieving their objectives.

Key Services Offered:

* Retirement Planning: Developing strategies for a secure and comfortable retirement.
* Investment Management: Constructing diversified portfolios aligned with individual goals.
* Education Funding: Planning for college expenses and other educational opportunities.
* Estate Planning: Helping clients protect their assets and ensure their wishes are carried out.
* Insurance Analysis: Assessing insurance needs to provide adequate protection.
* Financial Reviews: Regularly monitoring and adjusting financial plans to stay on track.

Caleb’s dedication extends beyond simply providing advice. He cultivates strong, trusting relationships with his clients, prioritizing open communication and transparency. He consistently goes the extra mile to ensure clients feel informed and confident in their financial decisions. His approach is characterized by genuine care and a sincere desire to help people secure their financial futures. He understands that financial planning is a collaborative process, and he actively involves clients in every step of the way.

Location and Accessibility

Clients can easily reach Caleb at his Montgomery office, located at 1930 Berryhill Rd. The office is equipped with amenities designed to enhance the client experience. Notably, there’s a wheelchair-accessible car park and a wheelchair-accessible entrance, demonstrating a commitment to inclusivity and ensuring that all clients can access his services comfortably. Furthermore, a toilet is readily available for client convenience.

This accessibility underscores Caleb’s dedication to providing a welcoming and accommodating environment for all individuals. He recognizes the importance of convenience and strives to remove any barriers to accessing his expertise.

Contact Information and Resources

To connect with Caleb Soukhamneut and discuss your financial needs, you can reach him by phone at 3342777731. Alternatively, you can explore his comprehensive website at advisor.firstcommand.com. This website offers valuable resources, including articles, calculators, and tools to assist you in understanding your finances. The site also provides detailed information about First Command Financial Advisors and their services.

Clients can also find insights and testimonials via the company’s Google My Business page, which currently features 15 positive reviews, reflecting a strong reputation for service and expertise. These reviews consistently highlight Caleb’s dedication, responsiveness, and commitment to client satisfaction. The average opinion is 5/5, a clear indication of the positive experiences shared by his clients.

Caleb’s focus is on building long-term relationships based on trust and mutual respect. He believes in providing proactive advice and regularly reviewing clients’ financial plans to ensure they remain aligned with their goals. His commitment to excellence is evident in his meticulous approach to financial planning and his unwavering dedication to his clients’ success. He understands that financial planning is a continuous journey, and he’s dedicated to being a trusted partner every step of the way.

👍 Reviews of First Command Financial Advisor - Caleb Soukhamneut

Evo

5/5

Caleb has been incredibly helpful to me. From the very beginning, he’s gone above and beyond to ensure that I’m well taken care of. He consistently puts in the effort to understand what I need, and he always does everything within his power to make sure I’m completely satisfied. His dedication, reliability, and genuine care really set him apart; he doesn’t just do the job, he does it with excellence and heart. It’s clear that he truly wants the best for the people he helps, and I’m genuinely grateful for all the support he’s provided.

Eli G.

5/5

Caleb has been incredibly helpful making sure that I had a really good understanding of the difference policies and ways the I can invest my money in a way that will benefit me the most in the long run. He’s gone above and beyond to ensure that I’m well taken care of.

Debra P.

5/5

calebhas been extremely helpful and I feel confident that my issues will be handled appropriately. He is my fourth adviser since moving back to Alabama and He has accomplished so much for me since I have received him as my advisor. very pleased.

Scott B.

5/5

Caleb has helped me get prepared for my future financial goals. Right now, we are working together, to meet and exceed my debt free goals for the future. I strongly recommend that anyone who is interested in a future with financial freedom, reach out to Caleb, asap.

Shawone R.

5/5

Caleb is very thorough and knowledgeable about financial investments. He has done a great job for me and my family. I would highly recommend him as your financial manager.

Nicholas F.

5/5

Caleb Soukhamneut was EXTREMELY helpful with getting me started on my financial goals. He was professional and knowledgeable. 10/10 experience

Cody M.

5/5

Caleb is great help and will go to great lengths to assist me and whatever I need. He helped me move my money over. I highly recommend!

Matthew C.

5/5

Caleb is incredibly professional and knowledgeable. He has been helpful in every step along the way.