From First Command Financial Advisor - Jeff Merchant
As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that the biggest obstacle to financial security for most people is their own behavior. That’s why I seek to form trusting, long term relationships with clients, serving as their personal financial coach by: 1. Helping them set specific and meaningful goals that are aligned with their values 2. Providing them with a comprehensive, personalized plan for effectively pursuing their goals 3.
Google: 5/5
First Command Financial Advisor - Jeff Merchant is a trusted financial professional committed to helping clients achieve long-term financial security. With a focus on forming trusting, long-term relationships, he serves as a personal financial coach, assisting clients in setting meaningful goals, developing personalized plans, and effectively pursuing their financial objectives. Clients appreciate Jeff's professionalism, knowledge, and ability to provide guidance during market fluctuations. He offers comprehensive services, including investment and retirement account management, as well as life insurance options. Clients consistently report positive experiences, highlighting Jeff's expertise, friendly demeanor, and ability to help them plan for a secure financial future, even involving younger family members.