First Command Financial Advisor - Caleb Soukhamneut - Montgomery, Alabama

Caleb Soukhamneut – Your Dedicated Financial Advisor at First Command

For individuals seeking comprehensive and personalized financial guidance, Caleb Soukhamneut at First Command Financial Advisors stands out as an exceptional resource. Located at 1930 Berryhill Rd, Montgomery, AL 36117, United States, Caleb offers a dedicated approach to helping clients achieve their financial goals. His commitment to understanding each client’s unique circumstances and aspirations is evident in his tailored strategies.

### About Caleb Soukhamneut

Caleb specializes in financial planning, assisting clients across various life stages – from young adults establishing their financial foundations to seasoned professionals seeking to optimize their investments. He possesses a deep understanding of investment options, retirement planning, and wealth management, ensuring clients are well-informed and confident in their financial decisions. His role extends beyond simply providing recommendations; he prioritizes building strong, trusting relationships with his clients, acting as a consistent and reliable partner throughout their financial journey. The accessibility of his services is further enhanced by the convenient amenities available at his office, including a wheelchair-accessible car park and wheelchair-accessible entrance, demonstrating a commitment to inclusivity.

### First Command Financial Advisors

First Command Financial Advisors is a distinguished financial advisory firm with a long-standing reputation for integrity and client-centric service. They operate under a unique ownership structure, being wholly owned by the Southern Baptist Convention, which underscores their commitment to ethical conduct and a conservative investment philosophy. This structure often translates to a stable and trustworthy environment for clients.

### Contact Information & Website

Clients can easily connect with Caleb through several channels:

* Phone: 3342777731
* Website: advisor.firstcommand.com

### Client Feedback & Reputation

Initial investigations indicate a consistently positive reception to Caleb’s services, as reflected in the 15 reviews available on Google My Business. The average opinion is a remarkable 5 out of 5 stars, highlighting client satisfaction with his expertise and approach. Many clients emphasize his ability to simplify complex financial concepts, making them understandable and actionable. Specifically, clients appreciate his dedication to explaining the nuances of various policies and investment strategies, ensuring they make informed decisions aligned with their long-term objectives. Several reviews specifically mention his proactive approach, going ‘above and beyond’ to ensure clients feel thoroughly supported. His focus on building a strong understanding of individual goals appears to be a key differentiator, fostering a sense of partnership and confidence. The accessibility features within the office further contribute to a positive experience for all clients.

### Key Services Offered

While Caleb's expertise lies primarily in financial planning, his services encompass a broad range of financial needs, including:

* Retirement Planning: Designing strategies to secure a comfortable retirement.
* Investment Management: Developing diversified investment portfolios tailored to risk tolerance and goals.
* Estate Planning: Assisting with the creation of wills, trusts, and other estate planning documents.
* Insurance Planning: Evaluating insurance needs to protect assets and provide financial security.
* Education Savings: Exploring options for saving for college or other educational expenses.

Caleb’s commitment to client success is clearly demonstrated by his dedication to providing personalized advice and ongoing support. He takes a proactive role in monitoring market conditions and adjusting strategies as needed to ensure clients remain on track to achieve their financial aspirations. His approachable style and genuine interest in his clients' well-being create a comfortable and trusting environment, fostering long-term relationships built on mutual respect and understanding.

The availability of a wheelchair-accessible environment reflects First Command's commitment to inclusivity and ensuring equal access to financial services. Furthermore, the presence of a toilet provides added convenience for clients.

👍 Reviews of First Command Financial Advisor - Caleb Soukhamneut

It's N. E. B. G.

5/5

Caleb has been incredibly helpful in providing me financial advise as a young adult starting my life. He is friendly, hard working, and very knowledgeable.

Eli G.

5/5

Caleb has been incredibly helpful making sure that I had a really good understanding of the difference policies and ways the I can invest my money in a way that will benefit me the most in the long run. He’s gone above and beyond to ensure that I’m well taken care of.

Debra P.

5/5

calebhas been extremely helpful and I feel confident that my issues will be handled appropriately. He is my fourth adviser since moving back to Alabama and He has accomplished so much for me since I have received him as my advisor. very pleased.

Evo

5/5

Caleb has been incredibly helpful to me. From the very beginning, he’s gone above and beyond to ensure that I’m well taken care of. He consistently puts in the effort to understand what I need, and he always does everything within his power to make sure I’m completely satisfied. His dedication, reliability, and genuine care really set him apart; he doesn’t just do the job, he does it with excellence and heart. It’s clear that he truly wants the best for the people he helps, and I’m genuinely grateful for all the support he’s provided.

Scott B.

5/5

Caleb has helped me get prepared for my future financial goals. Right now, we are working together, to meet and exceed my debt free goals for the future. I strongly recommend that anyone who is interested in a future with financial freedom, reach out to Caleb, asap.

Shawone R.

5/5

Caleb is very thorough and knowledgeable about financial investments. He has done a great job for me and my family. I would highly recommend him as your financial manager.

Nicholas F.

5/5

Caleb Soukhamneut was EXTREMELY helpful with getting me started on my financial goals. He was professional and knowledgeable. 10/10 experience

Matthew C.

5/5

Caleb is incredibly professional and knowledgeable. He has been helpful in every step along the way.