First Command Financial Advisor - Jamie Via
-
1120 N. Eglin Pkwy
Shalimar, Florida 32579 - (850) 613-6990
- Website
Hours
Chamber Rating
-
Jean Rosales
Cecil has been an amazing, educational financial advisor in our journey to securing the future. His patience, willingness to teach, humbleness, and most of all his transparency really stuck out to the both of us. My wife and I did our research and brought back questions and ideas to Cecil and he took the time to explain topics we had already discussed. Never once did we feel like a burden to him, and never once did we catch a vibe of disdain or contempt. It's been a pleasure meeting him and getting to know more about his own life. We look forward to continuing our financial gains with him. First Command definitely chose correctly to hire someone of his caliber.
Mar 6th, 2024 -
Raven Thompson
Cecil is great! He breaks things down super well and worked with us to find the best moves for us to make. I feel a LOT better about our financial planning now that we got his help getting started.
Mar 3rd, 2024 -
Jack Nelson
Fantastic experience, a very educated and friendly individual, providing an excellent financial service
Feb 2nd, 2024 -
Caitlin Delaney
Amazing experience! Cecil has been so helpful.
Nov 27th, 2023 -
Jay Shaft
Fantastic. Cecil has made made me feel confident about the financial security of my future
Nov 9th, 2023
About
First Command Financial Advisor - Jamie Via
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 - Jamie Via?
A The phone number for First Command Financial Advisor - Jamie Via is: (850) 613-6990.
Q Where is First Command Financial Advisor - Jamie Via located?
A First Command Financial Advisor - Jamie Via is located at 1120 N. Eglin Pkwy, Shalimar, Florida 32579
Q What is the internet address for First Command Financial Advisor - Jamie Via?
A The website (URL) for First Command Financial Advisor - Jamie Via is: https://advisor.firstcommand.com/us/fl/shalimar/jlvia?y_source=1_MTAzNzU5ODM3MS01NDUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Q What days are First Command Financial Advisor - Jamie Via open?
A First Command Financial Advisor - Jamie Via is open:
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
Sunday: Closed
Q How is First Command Financial Advisor - Jamie Via rated?
A First Command Financial Advisor - Jamie Via has a 5.0 Star Rating from 12 reviewers.
Hours
Ratings and Reviews
First Command Financial Advisor - Jamie Via
Overall Rating
Overall Rating
( 12 Reviews )Jean Rosales on Google
Cecil has been an amazing, educational financial advisor in our journey to securing the future. His patience, willingness to teach, humbleness, and most of all his transparency really stuck out to the both of us. My wife and I did our research and brought back questions and ideas to Cecil and he took the time to explain topics we had already discussed. Never once did we feel like a burden to him, and never once did we catch a vibe of disdain or contempt. It's been a pleasure meeting him and getting to know more about his own life. We look forward to continuing our financial gains with him. First Command definitely chose correctly to hire someone of his caliber.
Raven Thompson on Google
Cecil is great! He breaks things down super well and worked with us to find the best moves for us to make. I feel a LOT better about our financial planning now that we got his help getting started.
Jack Nelson on Google
Fantastic experience, a very educated and friendly individual, providing an excellent financial service
Caitlin Delaney on Google
Amazing experience! Cecil has been so helpful.
Jay Shaft on Google
Fantastic. Cecil has made made me feel confident about the financial security of my future
Overall Rating
Overall Rating
( 12 Reviews )Write a Review
Financial Planner Near Me in Shalimar, FL
Your Personal Portfolio
Shalimar, FL 32579
(850) 651-9271 ( 0 Reviews )
First Command Financial Advisor - Craig Martin
Shalimar, Florida 32579
(850) 613-6990 ( 3 Reviews )
First Command Financial Advisor - Kelly Chizek
Shalimar, Florida 32579
(850) 613-6990 ( 0 Reviews )
First Command Financial Advisor - Marissa Cross
Shalimar, Florida 32579
(850) 613-6990 ( 0 Reviews )
Norse Financial Planning
Shalimar, FL 32579
(850) 609-1609 ( 0 Reviews )
First Command Financial Advisor - Chris Wilson
Shalimar, Florida 32579
(850) 613-6990 ( 0 Reviews )
First Command Financial Advisor - Frank Painter
Shalimar, Florida 32579
(850) 613-6990 ( 0 Reviews )
First Command Financial Advisor - Jeff Noe
Shalimar, Florida 32579
(850) 613-6990 ( 9 Reviews )