First Command's Financial Advisors in Charlotte, NC are committed to serving our Nation's military families in their pursuit of financial security. Keeping you financially squared away wherever life takes you.
I highly recommend First Command. The financial advisors are fiduciaries which is a huge benefit to each customer. I am a customer, and I can’t say enough good things about First Command.
CC
cold case76
Jun 15, 2024
1.0
Ms. Perrin is very pushy and judgy. Total waste of time and energy. She needs to review what it means to meet people where they are. Definitely do not recommend.
MM
MC
Feb 8, 2020
1.0
I've had nothing but bad experiences here. Look at the response from the first review. That's a great example of dealing with this company. They use meaningless double talk to say nothing. But you should realize they don't deny the higher fees on the funds.
MT
Michael Teal
Mar 11, 2015
5.0
We have been using the First Command services for a few years now. The expertise with military families has been a tremendous help. The team here listens to where you are and where you want to be. Then creates a plan and has it reviewed to make sure it is the best option for your situation. The staff always makes me feel welcome, like I am family. Would highly recommend there services for military families.
My review was from 2016 when the First Command location was run by Mo Daniel's and located off Park rd. It looks like this business was taken over and I have no experience with the new location or management.
What services does First Command in Charlotte provide?
First Command offers financial planning, financial advising, investing, and insurance consulting services dedicated to supporting military families.
Where is First Command located in Charlotte, NC?
First Command is located at 9140 Arrowpoint Blvd, Ste 205, Charlotte, NC 28273, USA.
What are the business hours of First Command in Charlotte?
First Command is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
Is First Command closed on major holidays?
Yes, First Command is closed on several holidays including Thanksgiving (Nov 26-28), Christmas Eve and Christmas Day, and New Year's Day.
How can I contact First Command by phone?
You can reach First Command by calling their main phone number at +1 704-248-8799.
Does First Command have an online presence?
Yes, First Command's website is https://advisor.firstcommand.com/us/nc/charlotte, and they are also on Facebook, Instagram (@firstcommand), and Twitter (@FirstCommand).
Are there real estate agents near First Command's Charlotte location?
Yes, nearby real estate agents include Charlie Holt, Albrick, Alayna Slusser, The Queen City Closer, Laura Yates Realtor, Melissa Washington Realtor, and Mackenzie Stegura - Charlotte, NC Realtor.
How can nearby banks help when visiting First Command in Charlotte?
Nearby banks such as Northpointe Bank in Charlotte and its branches can assist customers with financial transactions when visiting First Command for financial advising.
Are there places to stay near First Command in Charlotte?
Yes, WaterWalk Charlotte and WaterWalk Extended Stay by Wyndham Charlotte - Arrowood are nearby hotels and resorts, convenient for out-of-town clients.
What educational or professional services are located near First Command in Charlotte?
Nearby are New Horizons Computer Learning Centers and Connecticut School of Broadcasting offering education and vocational training, as well as legal and professional services like Epiq and Shane Smith Law.