First Command Financial Advisor - Benn Stocum

First Command Financial Advisor -  Benn Stocum
Yext Power Listing.

Hours

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
Monday:
8:00 AM - 5:00 PM

Chamber Rating

Verified Member
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About
First Command Financial Advisor - Benn Stocum

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 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 - Benn Stocum?

A The phone number for First Command Financial Advisor - Benn Stocum is: (864) 335-9600.


Q Where is First Command Financial Advisor - Benn Stocum located?

A First Command Financial Advisor - Benn Stocum is located at 33 Market Point Drive, Greenville, South Carolina 29607


Q What is the internet address for First Command Financial Advisor - Benn Stocum?

A The website (URL) for First Command Financial Advisor - Benn Stocum is: https://advisor.firstcommand.com/us/sc/greenville/bestocum?y_source=1_MjA5NjIyOTMtNTQ1LWxvY2F0aW9uLndlYnNpdGU%3D


Q What days are First Command Financial Advisor - Benn Stocum open?

A First Command Financial Advisor - Benn Stocum is open:
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
Monday: 8:00 AM - 5:00 PM

Hours

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
Monday:
8:00 AM - 5:00 PM

Ratings and Reviews
First Command Financial Advisor - Benn Stocum

Overall Rating

Overall Rating
( 0 Reviews )
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Skip Collins on Google

image Fantastic and very personal support in all my matters of financial decisions. Very receptive to my many questions and he has led me to great strategic and short term decisions.

Business Response on Google Apr 4th, 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.

Holly Brown on Google

image Benn very personable, knowledgeable, and easy to work with.

Business Response on Google Mar 15th, 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.

Will Strother on Google

image If first impressions matter, I was blown away with the professionalism and knowledge that Ben brought to my first meeting. I learned so much and feel extremely confident in following his advice and financial planning advice. I am so honored to participate with First Command.

Business Response on Google Jan 14th, 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.

James Thorstad on Google

image Benn and his team have been very responsive to our financial planning needs. We're especially grateful to have a knowledgeable, personable and responsive advisor!

Business Response on Google Jan 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.

Erika Grace on Google

image Working with Benn and First Command has been a wonderful experience for my family. The knowledge, insight, and experience that Benn provides is invaluable; I rely on his advice and guidance on so many fronts related to management of our investments and assets, I could not survive without his help! His approach, character, communication and family values make him a trusted partner in planning for our future.

Business Response on Google Jan 6th, 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.

Overall Rating

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