First Command Financial Advisor - Devlin Root
-
590 Wells Road
, Suite 2
Orange Park, Florida 32073 - (904) 269-8772
- Website
Hours
Chamber Rating
-
Jobried Amaro Perez
Great experience talking to Mr. Root, definitely the person that would get you set up for success.
May 11th, 2023 -
Joshua Sherrer
Awesome service. I wouldn't put my money anywhere else. Devlin is an amazing person and advisor.
Mar 19th, 2023 -
Jasmine De Leon
If you want a financial hype man look no further ! Devlin was super helpful and got us excited to start putting some money away. This was definitely the best financial management meeting Ive ever had.
Mar 6th, 2023 -
asabi boatner
Devlin is an amazing advisor who presents you with the best options or your financial goals. Truly, a trustworthy individual with your best interest at heart.
Feb 26th, 2023 -
Emily Charleton
Feb 23rd, 2023
About
First Command Financial Advisor - Devlin Root
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. Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan 4. Making strategic adjustments in their plan as their circumstances and goals evolve over timeI don’t believe in shortcuts to financial security. I advocate time-tested financial principles including prudent and responsible debt management, disciplined saving and investing and a thoughtful insurance strategy for managing financial risk. And as an Investment Advisor Representative (IAR), I am held to a fiduciary standard, required in all cases to act in the clients’ best interests.About First Command First Command was founded in 1958 by a retired Air Force officer intent on improving the financial well-being of service members and their families. Today, more than 500 First Command Financial Advisors across the country and abroad are committed to fulfilling the company’s Mission of “Coaching those who serve in their pursuit of financial securityâ€.
Contact Info
- (904) 269-8772
- [email protected]
- Website
Specialities
- Comprehensive financial planning
- Investment strategies
- Risk management
- Debt management
Questions & Answers
Q What is the phone number for First Command Financial Advisor - Devlin Root?
A The phone number for First Command Financial Advisor - Devlin Root is: (904) 269-8772.
Q Where is First Command Financial Advisor - Devlin Root located?
A First Command Financial Advisor - Devlin Root is located at 590 Wells Road, Suite 2, Orange Park, Florida 32073
Q What is the internet address for First Command Financial Advisor - Devlin Root?
A The website (URL) for First Command Financial Advisor - Devlin Root is: https://advisor.firstcommand.com/us/fl/orange-park/ddroot?y_source=1_MjA5NjIyOTItNTQ1LWxvY2F0aW9uLndlYnNpdGU%3D
Q What days are First Command Financial Advisor - Devlin Root open?
A First Command Financial Advisor - Devlin Root is open:
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Q How is First Command Financial Advisor - Devlin Root rated?
A First Command Financial Advisor - Devlin Root has a 4.9 Star Rating from 13 reviewers.
Hours
Ratings and Reviews
First Command Financial Advisor - Devlin Root
Overall Rating
Overall Rating
( 13 Reviews )Jobried Amaro Perez on Google
Great experience talking to Mr. Root, definitely the person that would get you set up for success.
Joshua Sherrer on Google
Awesome service. I wouldn't put my money anywhere else. Devlin is an amazing person and advisor.
Jasmine De Leon on Google
If you want a financial hype man look no further ! Devlin was super helpful and got us excited to start putting some money away. This was definitely the best financial management meeting Ive ever had.
asabi boatner on Google
Devlin is an amazing advisor who presents you with the best options or your financial goals. Truly, a trustworthy individual with your best interest at heart.
Emily Charleton on Google
Overall Rating
Overall Rating
( 13 Reviews )Write a Review
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