First Command Financial Advisor - Jeffrey Annas_CLOSED
-
179 Gasoline Alley
, Suite 102B
Mooresville, North Carolina 28117 - (704) 799-2661
Hours
Chamber Rating
-
Nico Adade
Jeff Annas at First Command has helped me greatly in advising me in terms of my future and the financial aspects of my life. His knowledge, coupled with his flexibility and Can Do attitude have definitely impressed me. Id recommend Jeff to anyone.
Mar 3rd, 2023 -
Charlie Shepard
Jeff has been amazing with establishing a spending plan to bring down debt, manage my retirement and investments, and talked to me about the importance of having more life insurance coverage. He understood where my family and I are financially, and he based his recommendations around that so they were realistic and attainable. Amazing advisor and all around great guy.
Mar 3rd, 2023 -
Mason McNaught
I have never really had experience with a financial advisor before. I am beyond impressed with how Jeff conducts himself and his willingness to help. I live 3 hours away from his office and Jeff insisted on driving all the way so we were able to meet face to-face for the initial meeting. It didn't matter how many questions I had or what I needed Jeff took care of it all. It was a shock to have someone else who's so committed to helping you save for the future. Jeff goes above what is expected.
Feb 17th, 2023 -
Carlea Wallace
Jeff takes such great care of us! Definitely more worried about what is best for us and our goals which is so so refreshing
Feb 11th, 2023
About
First Command Financial Advisor - Jeffrey Annas_CLOSED
Jeff Annas joined First Command Financial Services as a Financial Advisor in September 2021, following a 8-year career in the United States Air Force, where he attained the rank of Technical Sergeant. Jeff understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away.Jeff holds Series 7, and 66 securities licenses plus life and health insurance licenses in Idaho, Colorado, Florida, New Mexico, North Carolina, Utah, and Wyoming.Jeff is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves.In his free time, Jeff enjoys basketball, hiking, and tennis.First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.â€
Contact Info
- (704) 799-2661
- [email protected]
Questions & Answers
Q What is the phone number for First Command Financial Advisor - Jeffrey Annas_CLOSED?
A The phone number for First Command Financial Advisor - Jeffrey Annas_CLOSED is: (704) 799-2661.
Q Where is First Command Financial Advisor - Jeffrey Annas_CLOSED located?
A First Command Financial Advisor - Jeffrey Annas_CLOSED is located at 179 Gasoline Alley, Suite 102B, Mooresville, North Carolina 28117
Q What is the internet address for First Command Financial Advisor - Jeffrey Annas_CLOSED?
A The website (URL) for First Command Financial Advisor - Jeffrey Annas_CLOSED is: https://advisor.firstcommand.com/us/nc/mooresville/jwannas?y_source=1_MjgxODg0OTEtNTQ1LWxvY2F0aW9uLndlYnNpdGU%3D
Q What days are First Command Financial Advisor - Jeffrey Annas_CLOSED open?
A First Command Financial Advisor - Jeffrey Annas_CLOSED is open:
Wednesday: Closed
Thursday: Closed
Friday: Closed
Saturday: Closed
Sunday: Closed
Monday: Closed
Tuesday: Closed
Q How is First Command Financial Advisor - Jeffrey Annas_CLOSED rated?
A First Command Financial Advisor - Jeffrey Annas_CLOSED has a 5.0 Star Rating from 4 reviewers.
Hours
Ratings and Reviews
First Command Financial Advisor - Jeffrey Annas_CLOSED
Overall Rating
Overall Rating
( 4 Reviews )Nico Adade on Google
Jeff Annas at First Command has helped me greatly in advising me in terms of my future and the financial aspects of my life. His knowledge, coupled with his flexibility and Can Do attitude have definitely impressed me. Id recommend Jeff to anyone.
Charlie Shepard on Google
Jeff has been amazing with establishing a spending plan to bring down debt, manage my retirement and investments, and talked to me about the importance of having more life insurance coverage. He understood where my family and I are financially, and he based his recommendations around that so they were realistic and attainable. Amazing advisor and all around great guy.
Mason McNaught on Google
I have never really had experience with a financial advisor before. I am beyond impressed with how Jeff conducts himself and his willingness to help. I live 3 hours away from his office and Jeff insisted on driving all the way so we were able to meet face to-face for the initial meeting. It didn't matter how many questions I had or what I needed Jeff took care of it all. It was a shock to have someone else who's so committed to helping you save for the future. Jeff goes above what is expected.
Carlea Wallace on Google
Jeff takes such great care of us! Definitely more worried about what is best for us and our goals which is so so refreshing
Overall Rating
Overall Rating
( 4 Reviews )Write a Review
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