Reviews for First Command Financial Advisor - Jeff Merchant

Jan 2023

We have been working with Jeff for three years now. We find him professional and knowledgeable. Jeff does not panic when the markets fluctuate, which is comforting to us. Jeff does investment/retirement accounts and is able to help with life insurance options. We are pleased with the service we receive from Jeff.
Jan 2023

I have had a fantastic experience working with Jeff Merchant at First Command. He is extremely knowledgeable, friendly and helps to set goals to set me up for retirement in the distant future.
Jan 2023

My husband and I are working with Jeff to get on track with our financial future. He is very professional to work with and knowledgeable in the field. He even got our teenage son started with his retirement plan! Definitely worth a call even if just to gather information so you can better plan for your retirement. You won’t regret it!

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.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

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Ratings

Google: 5/5