FC
First Command Financial Advisor - Zack Nelson, RICP®
Conseils financiers personnalisés pour les familles militaires et les professionnels à Virginia Beach.
5
Business
$$$
Conseils financiers personnalisés pour les familles militaires et les professionnels à Virginia Beach.
First Command Financial Advisor - Zack Nelson, RICP® propose des services de planification financière et de gestion des placements adaptés aux besoins uniques du personnel militaire, des anciens combattants et des professionnels à Virginia Beach. Forte d'une compréhension approfondie des avantages militaires et des stratégies financières, Zack offre des conseils complets en matière de planification de la retraite, de portefeuilles d'investissement et de constitution d'un patrimoine à long terme. Son approche centrée sur le client met l'accent sur l'éducation, une communication claire et des conseils personnalisés pour aider les individus et les familles à atteindre leurs objectifs financiers en toute confiance.
Aucune photo disponible
Stratégies personnalisées pour le revenu de retraite et la sécurité financière à long terme, adaptées aux objectifs individuels.
Conseils professionnels sur la gestion de portefeuille et les stratégies d'investissement pour optimiser les rendements.
Soutien spécialisé pour le personnel militaire et leurs familles, tenant compte des prestations spécifiques et des besoins de planification.
Éducation financière et coaching – accompagnement pédagogique pour aider les clients à comprendre et à prendre des décisions financières éclairées.
Aide à l’épargne pour des dépenses futures telles que l’éducation, l’achat d’une maison ou d’autres jalons personnels.
Note globale
Brian Vogt
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
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
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
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
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!
Revendiquez First Command Financial Advisor - Zack Nelson, RICP® pour mettre à jour les informations, répondre aux avis et accéder aux statistiques.
