First Command Financial Advisor - Caleb Soukhamneut - Montgomery, Alabama

Caleb Soukhamneut – Your Trusted Financial Advisor

For individuals seeking comprehensive and personalized financial guidance, First Command Financial Advisor – Caleb Soukhamneut presents a compelling option. Located conveniently at 1930 Berryhill Rd, Montgomery, AL 36117, Caleb offers a dedicated approach to helping clients navigate the complexities of their financial futures. His commitment to client success is evident in the overwhelmingly positive feedback received, evidenced by a remarkable average opinion of 5/5 across Google My Business reviews.

About Caleb Soukhamneut

Caleb Soukhamneut specializes in providing expert financial planning services tailored to meet the unique needs of each client. He understands that financial decisions are deeply personal and requires a careful and informed approach. His dedication extends beyond simply offering advice; he actively cultivates a strong understanding of his clients' goals, risk tolerance, and current financial situation. This collaborative process ensures that the strategies implemented align perfectly with individual aspirations and long-term objectives. He possesses a considerable level of knowledge within the industry, consistently demonstrating his ability to simplify complex financial concepts and translate them into actionable plans.

Key Features and Services

• Personalized Financial Plans: Caleb crafts customized plans encompassing retirement planning, investment strategies, education funding, and estate planning.
• Investment Management: He helps clients strategically allocate assets to achieve their financial goals, considering various investment vehicles and risk profiles.
• Retirement Planning: Caleb provides guidance on maximizing retirement savings, understanding Social Security benefits, and developing a sustainable withdrawal strategy.
• Education Funding: Assistance with planning and saving for college or other educational expenses is a core element of his services.
• Estate Planning Basics: He offers introductory guidance on estate planning considerations, ensuring clients’ assets are protected and distributed according to their wishes.

Location and Accessibility

The office is strategically located at 1930 Berryhill Rd, Montgomery, AL 36117. Recognizing the importance of accessibility, the location features a wheelchair-accessible car park and a wheelchair-accessible entrance, demonstrating a commitment to serving clients of all abilities. Additionally, a toilet is available for client comfort.

Client Testimonials – A Reflection of Service

The consistently high ratings on Google My Business reflect a commitment to client satisfaction. Clients consistently praise Caleb’s approachable demeanor, his meticulous attention to detail, and his ability to demystify financial jargon. Several clients report feeling exceptionally well-prepared to make informed decisions about their finances, thanks to Caleb’s thorough explanations and ongoing support. One client specifically noted that Caleb went ‘above and beyond’ to ensure a comprehensive understanding of policies and investment options, benefiting them in the long run. His focus on building strong relationships and providing ongoing support fosters trust and confidence, which is a cornerstone of his client-centric approach. It’s clear that he prioritizes understanding his clients’ individual circumstances and tailoring his advice accordingly. He demonstrates a genuine concern for his clients’ financial well-being, fostering a partnership built on trust and mutual respect.

Contact Information

To schedule a consultation or discuss your financial needs, please contact Caleb Soukhamneut directly:

Phone: 3342777731

Website: advisor.firstcommand.com

Caleb Soukhamneut offers a valuable service to those seeking a knowledgeable and dedicated financial advisor. His accessibility, combined with his expertise and client-focused approach, makes him a worthy consideration for anyone looking to achieve their financial goals.

👍 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.