First Command Financial Advisor - Jamie Via

First Command Financial Advisor - Jamie Via
Yext Power Listing.

Hours

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

Chamber Rating

Verified Member
5.0 - (12 reviews)
12
0
0
0
0
Read Our 12 Reviews

Chamber Rating

Verified Member
5.0 - (12 reviews)
12
0
0
0
0
  • 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

Read Our 12 Reviews

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 security”.

Contact Info

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

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

Ratings and Reviews
First Command Financial Advisor - Jamie Via

Overall Rating

Overall Rating
( 12 Reviews )
12
0
0
0
0
Write a Review

Jean Rosales on Google

image 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.

Business Response on Google Mar 5th, 2024
Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.

Raven Thompson on Google

image 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.

Business Response on Google Feb 29th, 2024
Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.

Jack Nelson on Google

image Fantastic experience, a very educated and friendly individual, providing an excellent financial service

Business Response on Google Jan 19th, 2024
Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.

Caitlin Delaney on Google

image Amazing experience! Cecil has been so helpful.

Business Response on Google Nov 20th, 2023
Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.

Jay Shaft on Google

image Fantastic. Cecil has made made me feel confident about the financial security of my future

Business Response on Google Nov 8th, 2023
Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.

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Overall Rating

Overall Rating
( 12 Reviews )
12
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