First Command Financial Advisor - Zack Nelson, RICP®

Name: First Command Financial Advisor - Zack Nelson, RICP®
Address: 780 Lynnhaven Parkway, Virginia Beach, VA, 23452, US
Telephone: (757) 468-7711
Price range: $$$
Rating: 5

Personalized financial guidance for military families and professionals in Virginia Beach.

5(5 reviews)

financial-advising

$$$

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About

First Command Financial Advisor - Zack Nelson, RICP® provides expert financial planning and investment management services tailored to the unique needs of military personnel, veterans, and professionals in Virginia Beach. With a deep understanding of military benefits and financial strategies, Zack offers comprehensive guidance on retirement planning, investment portfolios, and long-term wealth building. His client-focused approach emphasizes education, clear communication, and personalized advice to help individuals and families achieve their financial goals with confidence.

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Location

780 Lynnhaven Pkwy Ste 100, Virginia Beach, VA 23452, USA

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Information

780 Lynnhaven Parkway

Virginia Beach, VA, 23452

(757) 468-7711 advisor.firstcommand.com/us/va/virginia-beach/zjnelson?y_source=1_MjA5NjIyNjctNzE1LWxvY2F0aW9uLndlYnNpdGU%3D

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Services

Retirement Planning

Customized strategies for retirement income and long-term financial security, tailored to individual goals.

Investment Management

Professional guidance on portfolio management and investment strategies to optimize returns.

Military Financial Advising

Specialized support for military personnel and families, addressing unique benefits and planning needs.

Financial Education and Coaching

Patient teaching and coaching to help clients understand and make informed financial decisions.

Savings and Goal Planning

Assistance with saving for future expenses like education, home purchases, or other personal milestones.

5.00 · 5 reviews

Overall rating

Brian Vogt

via Google

· 1 year ago

Zack is a very thoughtful and helpful advisor. He does a great job teaching/coaching to support your decisions. He doesn’t just give you the answer expecting you to just hit the “I believe” button. He is truly interested in your definition of success.

ben lehman

via Google

· 1 year ago

Nothing but good things from Zack with First Command. He always has great suggestions to help increase the amount of money we are making for retirement. Also great support for saving money for my daughter's future.

Tina Jones

via Google

· 1 year ago

Zachary Nelson has been an outstanding financial advisor since taking over my accounts, and I couldn’t be more pleased with his expertise and professionalism. After working with the same advisor at First Command for over 20 years, I was initially apprehensive about the transition, but Zachary quickly put my mind at ease. He took the time to thoroughly review my financial plan, listen to my long-term goals, and provide insightful recommendations tailored to my needs. His deep knowledge of financial strategies, combined with his clear and concise communication style, has given me complete confidence in his ability to manage my investments effectively. What truly sets Zachary apart is his personal approach and genuine commitment to my financial success. He is always available to answer questions, provide updates, and ensure that I feel informed and in control of my financial future. His proactive guidance has already made a positive impact, and I appreciate his attention to detail and willingness to go the extra mile. He and his Administrative Assistant Tori Francis have been absolutely fantastic. If you are looking for a knowledgeable, trustworthy, and dedicated financial advisor, I highly recommend Zachary Nelson—he has exceeded my expectations in every way!

Dog Mom

via Google

· 4 years ago

Zack is personable and knowledgeable. He is patient with my lack of information and explains the thoughts behinds the plans so I can understand them. My investment portfolio is doing well with the modifications he has recommended. He listens to concerns and will work within my comfort level. He is time conscious and gets back to me with answers quickly for the outlandish questions here and there. And there is always coffee offered. I highly recommend speaking with Zach to plan for your future for the long term.

Jerrod Watson

via Google

· 5 years ago

Zack has not only been a great financial advisor but a great friend as well. I have learned so much about how to manage finances with special attention to how the military does things and that has really set me up for success. Zack is very knowledgeable about his craft and also very personable. He values his clients and develops relationships with them outside of the financial advising setting which has been a great experience for me. I would highly recommend him to anyone serious about setting themselves up for future financial success!

The Moon Group LLC is a trusted accounting and financial consulting firm based in Virginia Beach, known for its professional, stress-free approach to complex financial matters. Specializing in tax preparation, business assistance, and bookkeeping, the firm combines deep expertise with a welcoming, family-like atmosphere. With a team of knowledgeable professionals, including a mostly female-run staff, The Moon Group ensures clients feel confident and supported throughout their financial journey, offering year-round engagement and local business support.

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