First Command

Reviews

• 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.
• KV

  Kelly Ann Varonfakis

  Dec 31, 2019
  5.0
  Warren Brooks and his daughter Jennifer are an amazing team (& Nancy too!). I've had mixed results with First Command across multiple states, so I can't recommend Warren and Jennifer enough for their thoroughness, keen ability to listen and proactively assist my husband and I in our financial goals. Inside tip: First Command services are free to Active military.
• SG

  Sebastian Giudice

  May 25, 2018
  5.0
  They offer excellent financial consulting services and the staff are friendly and very helpful.

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