First Command Financial Advisor - Caleb Soukhamneut - Montgomery, Alabama

Introducing Caleb Soukhamneut – Your Dedicated Financial Advisor

First Command Financial Services is pleased to introduce Caleb Soukhamneut, a seasoned financial planner committed to providing personalized guidance and strategic solutions to help clients achieve their long-term financial goals. Located in Montgomery, Alabama, Caleb offers comprehensive financial services tailored to meet the unique needs of individuals and families.

Location and Contact Information

Caleb’s office is situated at 1930 Berryhill Rd, Montgomery, AL 36117, United States. For convenient communication, you can reach him directly at Phone: 3342777731. He also maintains an active online presence through his website: advisor.firstcommand.com. The website offers valuable resources, including financial planning tools and insights.

Caleb understands that navigating the complexities of personal finance can be overwhelming. His approach centers on building strong, trusting relationships with his clients, prioritizing clear communication and a deep understanding of their individual circumstances. He consistently strives to deliver tailored advice that aligns with each client’s specific objectives, whether it’s retirement planning, investment management, education funding, or estate planning.

Specialties and Services

As a financial planner, Caleb specializes in a wide range of services designed to support clients throughout their financial journey. These include:

• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement.
• Investment Management: Creating diversified investment portfolios aligned with risk tolerance and financial goals.
• Education Funding: Planning for the costs of higher education, including 529 plans and other savings vehicles.
• Estate Planning: Helping clients establish wills, trusts, and other estate planning documents to protect their assets and ensure their wishes are carried out.
• Insurance Planning: Assessing insurance needs to protect against unforeseen events.
• Financial Needs Analysis: Conducting thorough assessments to understand client’s current financial situation and future aspirations.

Caleb’s commitment extends beyond simply providing recommendations. He’s deeply invested in his clients’ success, offering ongoing support and regularly reviewing their financial plans to adapt to changing circumstances. He truly takes the time to understand each client's unique situation, demonstrating a genuine desire to help them achieve their financial aspirations.

Accessibility and Client Experience

First Command Financial Services is dedicated to providing a seamless and accessible experience for all clients. Caleb’s office at 1930 Berryhill Rd is wheelchair-accessible, ensuring that everyone can comfortably visit and consult with him. Furthermore, the entrance to the office is also wheelchair-accessible, promoting inclusivity and convenience. Restrooms are also available for client use. The positive feedback from clients suggests a significant emphasis on client satisfaction and creating a welcoming environment. The company’s Google My Business profile boasts an impressive average opinion of 5/5, reflecting a consistent commitment to delivering exceptional service. This indicates a strong reputation for reliability and professionalism within the Montgomery community.

Caleb’s dedication, reliability, and genuine care truly set him apart. He doesn’t just execute a job; he approaches it with excellence and a heartfelt commitment to his clients' well-being. He consistently goes above and beyond to ensure clients feel well-supported and confident in their financial decisions. His proactive nature and willingness to address concerns demonstrate a client-centric philosophy.

Resources and Further Information

Clients can access a wealth of information on the First Command website: advisor.firstcommand.com. This platform offers tools, calculators, and educational resources to help individuals make informed financial decisions. Furthermore, the Google My Business page provides valuable insights into the services offered and client testimonials. Contacting Caleb directly via phone at 3342777731 is the most effective way to schedule a consultation and discuss your specific financial needs.

👍 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.