First Command Financial Advisor - David Alley
-
179 Gasoline Alley
, Suite 209
Mooresville, North Carolina 28117 - (704) 799-2661
Hours
Chamber Rating
About
First Command Financial Advisor - David Alley
As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with.Experience has taught me that the biggest obstacle to financial security for most people is their own behavior. That’s why I seek to form trusting, long term relationships with clients, serving as their personal financial coach by: 1. Helping them set specific and meaningful goals that are aligned with their values 2. Providing them with a comprehensive, personalized plan for effectively pursuing their goals 3. Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan 4. Making strategic adjustments in their plan as their circumstances and goals evolve over timeI don’t believe in shortcuts to financial security. I advocate time-tested financial principles including prudent and responsible debt management, disciplined saving and investing and a thoughtful insurance strategy for managing financial risk. And as an Investment Advisor Representative (IAR), I am held to a fiduciary standard, required in all cases to act in the clients’ best interests.About First Command First Command was founded in 1958 by a retired Air Force officer intent on improving the financial well-being of service members and their families. Today, more than 500 First Command Financial Advisors across the country and abroad are committed to fulfilling the company’s Mission of “Coaching those who serve in their pursuit of financial securityâ€.
Contact Info
- (704) 799-2661
- [email protected]
Specialities
- Comprehensive financial planning
- Investment strategies
- Risk management
- Debt management
Questions & Answers
Q What is the phone number for First Command Financial Advisor - David Alley?
A The phone number for First Command Financial Advisor - David Alley is: (704) 799-2661.
Q Where is First Command Financial Advisor - David Alley located?
A First Command Financial Advisor - David Alley is located at 179 Gasoline Alley, Suite 209, Mooresville, North Carolina 28117
Q What is the internet address for First Command Financial Advisor - David Alley?
A The website (URL) for First Command Financial Advisor - David Alley is: https://advisor.firstcommand.com/us/nc/mooresville/dmalley?y_source=1_MjA5NjE5MDUtNTQ1LWxvY2F0aW9uLndlYnNpdGU%3D
Q What days are First Command Financial Advisor - David Alley open?
A First Command Financial Advisor - David Alley is open:
Tuesday: Closed
Wednesday: Closed
Thursday: Closed
Friday: Closed
Saturday: Closed
Sunday: Closed
Monday: Closed
Q How is First Command Financial Advisor - David Alley rated?
A First Command Financial Advisor - David Alley has a 1.0 Star Rating from 1 reviewers.
Hours
Ratings and Reviews
First Command Financial Advisor - David Alley
Overall Rating
Overall Rating
( 1 Reviews )Dan Keenaghan on Google
First Command misled me into buying a high cost universal life insurance policy with a misleading tax strategy. Save your money and invest in index funds directly. Avoid First Command - especially as they mislead Soldiers and Officers based on their recruitment strategies and leads for clients.
Overall Rating
Overall Rating
( 1 Reviews )Write a Review
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