First Command Financial Advisor - Jason Perry - Williamsburg, Virginia

Jason Perry - Financiero de Primer Mandato

Jason Perry es un financiero independiente de Primer Mandato con sede en Williamsburg, Virginia. Su dirección es 461 McLaws Cir Ste 4, Williamsburg, VA 23185.

Jason puede ser contactado al teléfono 578730993 o mediante correo electrónico a través de su sitio web advisor.firstcommand.com.

Especialidades

Jason es un financiero certificado que ofrece servicios de planificación financiera, inversiones y gestión de patrimonio a individuos y familias.

Su enfoque se centra en entender las necesidades y objetivos únicos de cada cliente, ofreciendo consejos personalizados y recomendaciones basadas en su situación financiera.

Otras características de su empresa

La oficina de Jason es accesible para personas con discapacidad, con una entrada y estacionamiento accesibles, así como un baño accessible.

Se recomienda reservar una cita con Jason antes de visitar su oficina.

Opiniones

Jason ha recibido opiniones muy positivas de sus clientes, quienes lo elogian por su profesionalismo, personalidad amigable y capacidad para entender sus necesidades.

Se ha mencionado que Jason es más que un simple financiero, se convierte en un miembro de la familia, ya que realmente quiere lo mejor para sus clientes.

En general, Jason Perry es un financiero de Primer Mandato muy recomendado para aquellos que buscan una orientación financiera personalizada y confiable.

Media de opinión

Jason ha recibido una media de 4.9/5 estrellas en Google My Business, lo que refleja la alta satisfacción de sus clientes con sus servicios.

Características

• Experiencia en planificación financiera y gestión de patrimonio
• Enfoque en entender las necesidades únicas de cada cliente
• Consejos y recomendaciones personalizados
• Accesibilidad para personas con discapacidad
• Enfoque en lo mejor de los clientes

Ubicación

La oficina de Jason Perry se encuentra en Williamsburg, Virginia.

Información recomendada

Si estás buscando un financiero de Primer Mandato que te brinde orientación financiera personalizada y confiable, Jason Perry es una excelente opción.

Puedes visitar su sitio web o llamarle directamente para obtener más información sobre sus servicios y cómo puede ayudarte.

👍 Reviews of First Command Financial Advisor - Jason Perry

Robert M.

5/5

Jason is always responsive to our needs and requests. He tailors his advice to our goals and risk tolerance. I always enjoy our meetings because of his professional yet personal demeanor.

George M.

5/5

Jason’s expert guidance has put our family in a great place for the future! His willingness and ability to understand the needs & desires of his clients make him more than just a Financial Advisor; he becomes like a member of the family. He truly wants what’s best for those he helps. The Monteiro’s are forever thankful for Jason and what he’s done for our future.

James R.

4/5

My initial financial review with Jason Perry today was excellent. Jason was personable and relatable…he focused on areas to support my financial goals and explored several strategies to help me achieve my goals. I look forward to our next session. Thanks much Jason! Jim Russell

TheMwangim

5/5

Mr. Jason Perry and his team recently offered a 1-hour finance course on wise ways to make financial decisions, especially investments, to the Joint Base Langley Top 3 Senior noncommissioned officers' group. As much as I view myself as sharp-witted regarding financial matters like investments, I learned a lot from this free course. Leaders like him and his team from the First Command are pivotal to our military community, offering lessons critical to making fiduciary decisions while serving—still, skills to plan for our post-military career, which can be overlooked or overlooked deferred. They also support us with funds during various base ceremonies. Summing up, I have embarked on my passive income journey toward retirement. It is never too late to start planning for your future!

Scott R.

5/5

My advisor Jason Perry is outstanding, he makes you feel like family always having our best interests in mind. We really enjoy working with him on our financial future.

Kirk K.

5/5

Jason is very personable and gave us a positive feeling about our financial future. It appears that all of the previous planning with First Command has put us on the correct path for retirement.

Peter L.

5/5

A word to the wise. The younger you are when you start financial planning the better off you will be! I started back in the early 1990's when First Command was still USPA/IRA. I was initially shocked when I heard the initial dollar amount they wanted me to put away each month but once I started, I have never regretted an instant! Having this money put aside is an amazing security blanket and has helped me out more than once over the last 25-years! If you are an E-4 in the military, you really NEED to start now if not even sooner! If you live on the peninsula of Hampton Roads, Virginia, you need to go see Jason and get your program going!

Charles V.

5/5

Jason was extremely helpful in the information that he gave me. I really appreciate it!