First Command's Financial Advisors in Wilmington, 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.
Great financial advisor. Highly recommend Christina if you are looking for sound, trusted financial advisor.
MC
Marty Cybulski
Oct 22, 2024
5.0
I have been with First Command for 20 years. I have been focusing on my financial wealth management for retirement the past several years. I want to applaud and give sincere praise to Joseph Spencer and Christina Rodriguez in the Wilmington, NC office. Joe paved the way for me and also my wife to bring all of our retirement plans together and smartly transferred the lead to Christina. Christina has worked with us to prepare for retirement by doing the proper conversions along with explaining every step we will take to over come hurdles and successfully put us on the path to retirement security. My wife and I are completely at peace and are comforted to know that our best interests are First Commands best interests. We built a strong positive relationship and completely trust Christina with our financial retirement future. I want to share an example of Christina’s expertise toward executing the proper conversions and knowing the tax process to ensure I satisfied federal and state tax requirements. I met with my tax accountant and she was very leery about how I paid taxes from a traditional to Roth IRA through First Command. I texted Christina during my tax meeting and she immediately called me to explain the rule that was executed according to the law to the accountant and that I was in good standing. Due to Christina providing the accurate figures and paying my taxes and ensuring the accountant understood l was saved from paying $13,000 in taxes unnecessarily. Through this process she remained professional and confident she had correctly executed my financial conversions. I was extremely relieved after I left my tax accountants office to be in a better position than when I started my meeting. I strongly recommend First Command to any person or family eligible to receive their services. I stayed the course over the years during good and turbulent times for investors. I am confident that I am in great hands with Christina Rodriguez working on mine and my wife’s behalf concerning our wealth management in retirement. Thank you so much!
Sincerely,
Marty Cybulski
What services does First Command in Wilmington, NC offer?
First Command in Wilmington, NC provides financial planning, banking, insurance consulting, and is dedicated to serving military families to help them achieve financial security.
What are the business hours for First Command in Wilmington?
First Command is open Monday through Friday from 9:00 AM to 5:00 PM Eastern Time and is closed on weekends and major holidays such as Thanksgiving, Christmas, and New Year's Day.
Where is First Command located in Wilmington, NC?
First Command is located at 2709 Market Street, Suite 102, Wilmington, NC 28403, USA.
Is First Command open on holidays?
No, First Command is closed on several holidays including November 26-28, December 24-25, and January 1st.
How can I contact First Command in Wilmington?
You can reach First Command by calling +1 910-799-0715 or sending a fax to +1 910-509-7194.
Does First Command have an online presence?
Yes, First Command's Wilmington office website is https://advisor.firstcommand.com/us/nc/wilmington and they also have a 'Get Started!' online resource at https://www.firstcommand.com/get-started/.
What nearby services can I find close to First Command in Wilmington?
Nearby, you can find services such as Our Place for mental health counseling, BrightStar Care for home health and retirement support, and Dean H Humphrey Law Office for legal and personal injury law services.
Are there beauty and wellness options near First Command in Wilmington?
Yes, nearby beauty and wellness services include Royalty Lash & Beauty Bar, Salt + Sun Hair Co., Shell Esthetics, Kirby Chiropractic & Wellness, and RefinedPurity spa.
Where can I find real estate and office services near First Command?
Close to First Command, real estate services are available from The Chris Luther Real Estate Team, Jacie And Company Real Estate, and Haven Realty Co. For office needs, Office Furniture Salvage offers furniture and supplies.
How can nearby transportation and community services help me reach First Command?
Community services like the Mt. Calvary Center for Leadership Development and employment agencies such as Adecco Staffing can offer local support, while nearby educational centers like Pearson Professional Center help create a well-connected environment around First Command's location.