First Command

Reviews

• SS

  Scott Stevenson

  Nov 30, 2024
  5.0
  I have had a great experience working with Laura at First Command. She has been very helpful, knowledgeable, and patient. I very much look forward to continue working with her and First Command to better prepare myself and my finances for the future.
• KW

  Kristin Wiener

  Mar 31, 2023
  1.0
  If you want to receive almost zero helpful information, be given hack job legal advice from someone who is not a lawyer, and have to spend time and energy undoing emotional stress caused to your elderly mother by a financial advisor who uses scare tactics instead of addressing concerns calmly and rationally, I highly recommend Annmarie. She will quickly create an entire false narrative where she knows everything and then refuses to consider any conflicting information, no matter how valid the source, that challenges that narrative. Annmarie not only thinks she knows more than two different estate lawyers, but after all of two appointments, she also believes she knows more about my mother's life, circumstances, goals, desires, habits, etc than I do. When I asked her in writing to (a) not give legal advice, (b) refrain from preying on my mom's obvious anxiety about aging to hawk an unviable "plan" and (c) give my mom *more options* than the *one* Annmarie provided (which doesn't accomplish my mom's goals in any way, shape or form) so *my mom* has proper risk/benefit analyses to help *her* (NOT me) make informed decisions, this is her response: "It is my fiduciary responsibility to plan according to her needs and no one else’s. I have given a thorough in dept analysis of what I believe is a prudent use of her available funds, a realistic (and in my opinion generous travel budget) for the next 5 years taking into account her tax situation and her Medicare premiums. In all my planning relationships I put my client’s best interests first and foremost, something you don’t seem to appreciate. My analysis will not change based on how much you would like to spend of your Mother’s assets." So, yeah, make Annmarie your financial advisor and enjoy the benefits of having her violate the legal protections you put in place to help your parents, inflicting her own personal insecurities on your loved one to win an argument (or avoid admitting she got something wrong, whatever), and then being accused of being the money-grubbing villain she invisions in her head, all while still ending up with zero reasonable/workable financial planning strategies.
• JD

  James Dempsey

  Jan 24, 2023
  5.0
  AnnMarie has been wonderful for my wife and I the past 2+ years. She has been able answer all of our questions and provide fact based recommendations. She always keeps a good pulse on the market and can help you make smart financial decisions. I've been with First Command for several years in various locations and AnnMarie is the best. I truly appreciate her professionalism and expertise.
• ZM

  Zakary Monin

  Aug 17, 2020
  5.0
  Annmarie is fantastic! She is very knowledgeable about retirement, investing, ongoing world issues and their affect on the market. Highly recommend her for financial planning.
• JE

  Jay Eggler

  Dec 31, 2018
  5.0
  Warren and his team are helping me and my wife get to retirement. Tbey are awesome!

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