First Command Financial Advisor - Bob McAdams-CLOSED
-
1277 Kelly Johnson Blvd
, Suite 260
Colorado Springs, Colorado 80920 - (719) 599-8861
Hours
Chamber Rating
-
Studio A
Helped build a blueprint and budget to become a multi millionaire. Broke down everything into simple terms and understanding to follow. Made lots of money this year from following their advice.
Jan 8th, 2022 -
Robin Wyatt
Oct 3rd, 2020 -
Stacie Goral
they have helped my family achieve financial stability!!! love them
Apr 27th, 2020 -
Dawn Dennis
I am writing this to warn anyone seeking a financial planner. This place pressures you into spending any extra income on unnecessary accounts. They pressure you into insurance you don't necessarily need. They pressure you into spending any wiggle room you have. If your savings account is low... they'd rather you put 1/4 of your wiggle room to that and 3/4 into life insurance and investment plans. Any good financial advisor will tell you to pay off debt first, build an emergency fund than a contingency fund. Then invest. Well... I'm non confrontational and had no clue and we signed up for 3 investment accounts and 2 insurance plans. And later got some sound professional advice and I called to cancel 1 investment and all insurance. We were forced to go in and we were watched by management. They literally argued with me for an hour about why the decision I was making was wrong. It's not up to them to tell me I'm wrong. I want to focus on an emergency fund and paying our car off. I came in for financial advice. Not financial pressure. This was a few weeks of my pregnancy that I sobbed and cried... and then I was bullied. They want you to buy investments and insurance because they get money for it. I would not seek out financial advice from anyone that would try to make you buy anything more. That's why you're seeking help... a small fee is one thing (they don't have one)... pressuring you to spend money when you're already feeling tight is another.
Mar 31st, 2019
About
First Command Financial Advisor - Bob McAdams-CLOSED
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 securityâ€.
Contact Info
- (719) 599-8861
- [email protected]
Questions & Answers
Q What is the phone number for First Command Financial Advisor - Bob McAdams-CLOSED?
A The phone number for First Command Financial Advisor - Bob McAdams-CLOSED is: (719) 599-8861.
Q Where is First Command Financial Advisor - Bob McAdams-CLOSED located?
A First Command Financial Advisor - Bob McAdams-CLOSED is located at 1277 Kelly Johnson Blvd, Suite 260, Colorado Springs, Colorado 80920
Q What is the internet address for First Command Financial Advisor - Bob McAdams-CLOSED?
A The website (URL) for First Command Financial Advisor - Bob McAdams-CLOSED is: https://advisor.firstcommand.com/us/co/colorado-springs/bmcadams
Q What days are First Command Financial Advisor - Bob McAdams-CLOSED open?
A First Command Financial Advisor - Bob McAdams-CLOSED is open:
Sunday: Closed
Monday: Closed
Tuesday: Closed
Wednesday: Closed
Thursday: Closed
Friday: Closed
Saturday: Closed
Q How is First Command Financial Advisor - Bob McAdams-CLOSED rated?
A First Command Financial Advisor - Bob McAdams-CLOSED has a 4.0 Star Rating from 4 reviewers.
Hours
Ratings and Reviews
First Command Financial Advisor - Bob McAdams-CLOSED
Overall Rating
Overall Rating
( 4 Reviews )Studio A on Google
Helped build a blueprint and budget to become a multi millionaire. Broke down everything into simple terms and understanding to follow. Made lots of money this year from following their advice.
Robin Wyatt on Google
Stacie Goral on Google
they have helped my family achieve financial stability!!! love them
Dawn Dennis on Google
I am writing this to warn anyone seeking a financial planner. This place pressures you into spending any extra income on unnecessary accounts. They pressure you into insurance you don't necessarily need. They pressure you into spending any wiggle room you have. If your savings account is low... they'd rather you put 1/4 of your wiggle room to that and 3/4 into life insurance and investment plans. Any good financial advisor will tell you to pay off debt first, build an emergency fund than a contingency fund. Then invest.
Well... I'm non confrontational and had no clue and we signed up for 3 investment accounts and 2 insurance plans. And later got some sound professional advice and I called to cancel 1 investment and all insurance. We were forced to go in and we were watched by management. They literally argued with me for an hour about why the decision I was making was wrong. It's not up to them to tell me I'm wrong. I want to focus on an emergency fund and paying our car off.
I came in for financial advice. Not financial pressure.
This was a few weeks of my pregnancy that I sobbed and cried... and then I was bullied.
They want you to buy investments and insurance because they get money for it. I would not seek out financial advice from anyone that would try to make you buy anything more. That's why you're seeking help... a small fee is one thing (they don't have one)... pressuring you to spend money when you're already feeling tight is another.
Overall Rating
Overall Rating
( 4 Reviews )Write a Review
Financial Planner Near Me in Colorado Springs, CO
First Command Financial Advisor - Alysse Forde
Colorado Springs, Colorado 80920
(719) 599-8861 ( 0 Reviews )
Bullock Capital Alliance Inc
Colorado Springs, CO 80920
(719) 772-6027 ( 0 Reviews )
Bank of America ATM
Colorado Springs, CO 80903
844-401-8500 ( 1 Reviews )
Bookkeeping Alternatives Inc.
Colorado Springs, CO 80919
(719) 528-6500 ( 0 Reviews )
Alyssum Malone at Buckingham Strategic Wealth
Colorado Springs, Colorado 80920
(719) 265-4600 ( 0 Reviews )
Mike Roth, Northwestern Mutual - Colorado Springs
Colorado Springs, CO 80903
(719) 578-4075 ( 0 Reviews )
Precision Wealth Management
Colorado Springs, CO 80918
(719) 535-8027 ( 1 Reviews )
Province Springs
Colorado Springs, CO 80922
(719) 377-4084 ( 50 Reviews )