First Command Financial Advisor - Tony Perez
-
1120 N. Eglin Pkwy
Shalimar, Florida 32579 - (850) 613-6990
- Website
Hours
Chamber Rating
-
Daemont Yates
Fantastic experience with first command, more specifically Mr. Cecil Redmon. He truly saved my financial future.
Mar 2nd, 2023 -
Jonathan Wade
No pressure, great financial advice that factors in insurance, retirement income, charitable giving, and more. Better than USAA by providing face-to-face appointments for a richer level of communication. We are set for retirement and thankful for our advisor!
Mar 1st, 2022 -
My Mom
Sep 21st, 2021 -
Tracy Hanson
Great establishment! Frank Painter is top notch!
Aug 13th, 2020
About
First Command Financial Advisor - Tony Perez
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 CommandFirst 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
- (850) 613-6990
- [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 - Tony Perez?
A The phone number for First Command Financial Advisor - Tony Perez is: (850) 613-6990.
Q Where is First Command Financial Advisor - Tony Perez located?
A First Command Financial Advisor - Tony Perez is located at 1120 N. Eglin Pkwy, Shalimar, Florida 32579
Q What is the internet address for First Command Financial Advisor - Tony Perez?
A The website (URL) for First Command Financial Advisor - Tony Perez is: https://advisor.firstcommand.com/us/fl/shalimar/aeperez?y_source=1_MTAwMjQyMjQ3My01NDUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Q What days are First Command Financial Advisor - Tony Perez open?
A First Command Financial Advisor - Tony Perez is open:
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
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Q How is First Command Financial Advisor - Tony Perez rated?
A First Command Financial Advisor - Tony Perez has a 5.0 Star Rating from 4 reviewers.
Hours
Ratings and Reviews
First Command Financial Advisor - Tony Perez
Overall Rating
Overall Rating
( 4 Reviews )Daemont Yates on Google
Fantastic experience with first command, more specifically Mr. Cecil Redmon. He truly saved my financial future.
Jonathan Wade on Google
No pressure, great financial advice that factors in insurance, retirement income, charitable giving, and more. Better than USAA by providing face-to-face appointments for a richer level of communication. We are set for retirement and thankful for our advisor!
My Mom on Google
Tracy Hanson on Google
Great establishment! Frank Painter is top notch!
Overall Rating
Overall Rating
( 4 Reviews )Write a Review
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