First Command Financial Advisor - Nick Wallace - San Diego, California

Okay, here’s a detailed presentation of First Command Financial Advisor – Nick Wallace, crafted as a helpful and informative assistant:

Introduction to Nick Wallace and First Command Financial

For individuals and businesses seeking comprehensive and personalized financial guidance, First Command Financial Advisor – Nick Wallace presents a compelling option. Mr. Wallace operates as a dedicated financial planner within the established First Command Financial Services organization. He is committed to providing tailored solutions across a diverse range of financial needs, from personal wealth management to supporting the financial health of non-profit organizations. His approach centers around building strong, trusting relationships with his clients, ensuring their long-term financial security.

Location and Contact Information

Nick Wallace is strategically located at 2650 Camino Del Rio N #210, San Diego, CA 92108, United States. Clients can easily reach him by phone at 6192998772. His professional website, accessible via advisor.firstcommand.com, offers valuable resources and insights into his services.

Specialties and Services

Mr. Wallace specializes in financial planning, encompassing a wide spectrum of services designed to meet varied client objectives. These typically include:

• Retirement Planning
• Investment Management
• Estate Planning
• Education Savings
• Business Financial Planning
• Non-Profit Financial Guidance

First Command distinguishes itself by focusing exclusively on the financial needs of military members, veterans, and their families. However, Mr. Wallace’s expertise extends to a broader clientele seeking sound financial strategies.

Accessibility and Client Experience

First Command Financial demonstrates a commitment to client accessibility. The San Diego office is equipped with a wheelchair-accessible car park and wheelchair-accessible entrance. Furthermore, a wheelchair-accessible toilet is available on-site. Appointments are strongly recommended to ensure dedicated attention and personalized service. It appears Mr. Wallace prioritizes a supportive and patient approach, as evidenced by his work with clients who may be less comfortable with technology – a testament to his dedication to client success.

Client Feedback & Reputation

The company boasts an impressive average rating of 5/5 on Google My Business, reflecting a consistently positive client experience. The reviews suggest a strong emphasis on responsiveness, personalized attention, and a commitment to finding the best possible solutions for each client’s unique circumstances. It’s clear that First Command and Mr. Wallace foster relationships built on trust and a genuine desire to help clients achieve their financial goals.

Conclusion and Recommendation

👍 Reviews of First Command Financial Advisor - Nick Wallace

Nate C.

5/5

I have worked with Nick for my personal financial needs as well as my business I run and a Not For Profit entity I work with. In every aspect he has gone above and beyond to make sure our needs are met and with the best possible solution. H worked with my mother who does not deal with technology well and walked her through every step. Highly recommend for anyone who needs banking and financial guidance.

angel C.

5/5

Nick wallace is a fountain of knowledge, a guide, & an amazing teacher! Coming from someone who doesn't have a great time with planning & administrating finances. He lays it out in simple terms to accomplish the goals set out for us! Thanks you!

Andy K.

5/5

My wife & I met w/ Nick at our home. He is very informative & helpful. We really appreciate all the options he offered us & look forward to working w/ him.