First Command Financial Advisor - Tom Finneran - Colorado Springs, Colorado

Okay, here’s a comprehensive overview of First Command Financial Advisor – Tom Finneran, presented in a formal and approachable style, designed to be helpful to prospective clients:

Introduction to Tom Finneran and First Command Financial

For individuals and families seeking expert guidance in navigating their financial futures, Tom Finneran, a First Command Financial Advisor, offers a dedicated and personalized approach. First Command Financial Services is a distinguished firm specializing in financial planning for ministry professionals, veterans, and their families. Mr. Finneran operates from his office located at 615 Wooten Rd #130, Colorado Springs, CO 80915. He’s readily accessible by phone at 194655555, and prospective clients can learn more and schedule an appointment on his website: advisor.firstcommand.com. Mr. Finneran’s focus is on helping clients achieve their long-term goals through comprehensive and tailored strategies.

Tom Finneran’s Specializations and Services

Mr. Finneran's expertise centers around financial planning, encompassing a wide range of services to meet diverse client needs. He assists with retirement planning, education funding, estate planning, investment management, and insurance needs. A key element of his approach is a deep understanding of the unique circumstances faced by ministry professionals and veterans – factors like potential irregular income streams and specific financial challenges. He takes a proactive role in analyzing current financial situations and developing strategies to ensure stability and growth.

Location and Accessibility

The office is conveniently located in Colorado Springs, making it easily accessible. Furthermore, First Command Financial demonstrates a strong commitment to inclusivity, offering several accessibility features. The premises include a wheelchair accessible entrance, accessible parking, and a wheelchair accessible restroom. Restrooms are also available for all visitors. Appointments are recommended to ensure sufficient time for a thorough discussion of your goals and a detailed review of your current financial standing.

Client Feedback and Reputation

First Command Financial consistently receives positive feedback, as evidenced by the 13 reviews on Google My Business, which boast an average rating of 5/5. This reflects a consistent dedication to client service, transparency, and a genuine desire to help individuals and families build secure financial foundations. Clients often comment on Mr. Finneran’s attentiveness, his willingness to collaborate closely, and his ability to translate complex financial concepts into understandable terms. It appears he prioritizes a collaborative process, ensuring clients fully grasp the proposed plans and their alignment with their personal objectives.

Key Features and Recommendations

Personalized Financial Plans: Tailored strategies based on individual circumstances.
Experienced Advisor: Tom Finneran brings significant experience to the role.
Comprehensive Services: Covers retirement, education, estate, and investment needs.
Accessible Location: Conveniently situated in Colorado Springs.
* Accessibility Features: Wheelchair accessible facilities ensure inclusivity.

Concluding Recommendation

Based on the overwhelmingly positive feedback and the comprehensive services offered by Tom Finneran, First Command Financial, it is highly recommended that individuals seeking a trustworthy and knowledgeable financial advisor consider scheduling an initial consultation. To explore your options and begin building a secure financial future, we encourage you to visit the website: advisor.firstcommand.com. Contacting him directly through the website is the most efficient way to discuss your unique needs and schedule an appointment.

👍 Reviews of First Command Financial Advisor - Tom Finneran

Kenichiro L.

5/5

Mr. Tom is attentive, proactive, and willing to work with you towards your financial goals. He clearly laid out a plan that worked well with my budget that will allow me to comfortable put money away towards my future. He walked me through everything so that I could understand what's going on. 10/10 would recommend!

Sawyer S.

5/5

Absolute pleasure to work with. He is extremely professional and goes beyond what is required. I had zero issues with communication and clarity when it came to financial questions- he is very knowledgeable! Would highly recommend to anyone, especially those who may not be the most financially literate and want to learn more.

Jess

5/5

Moving to the Springs was a bit choppy trying to find a new financial advisor, at first. I encountered many advisors either being too busy to follow up with a new transfer client or cancelling initial mtgs last minute. I was then connected with Tom 2 months ago and advisement has been nothing short of excellent, personable, and all around down to earth! He is very prepared for each meeting and ready to answer any questions I may have - I never felt pressured into any decision. If Tom didn’t know the answer on the spot, he sent the answers in detail via email shortly after our meeting. He has listened to my goals and concerns and came up with a comprehensive plan that further complimented my outlook while addressing everything prior and in-between. He openly shares pros and cons to each avenue - no salesman fluff!

For anyone looking to initiate services with First Command, I highly recommend seeking advisement from Tom Finneran.

Alexandra J.

5/5

Tom is very personable, and really took the time to get to know us and our needs from the very beginning. He answered every question we had until we were satisfied that we fully understood what he was presenting. He provided information and options and then let us decide what we wanted without feeling pressured. After many months and several appointments we have never felt rushed, as he takes all the time needed, even scheduling additional appointments if needed to complete business. He has helped us with a number of different needs and products.

Kobe A.

5/5

Professional. Attentive. Knowledgeable. Understanding. Just a few words to describe Thomas Finneran. He is able to listen to my financial status and make the best recommendations. He cares for each of his clients and occasionally holds events to check in with them. I am blessed to have him as my financial advisor!

Kyle W.

5/5

Tom has played a vital role in getting me squared away when it has come to my financial future. He's a professional and a top-notch advisor. I couldn't be more satisfied!

Vegas C.

5/5

Excellente service- was never confused on any decision and had complete focus on my personal financial goals. Anything I had questions on, I received total explanations. Very personable too!

Dirk S.

5/5

Very good at explaining what I needed to do to keep financial stability and prepare for my future. Goes out of his way to make sure I understand what I am doing with my finances.