Here’s The Deal: Frederick Pellum has had a successful tenure as a financial advisor at Primerica, leveraging his expertize to assist clients. He joined Primerica as a financial representative to assist his neighbors in Montgomery and nearby areas with their money and life plans using personalized investment ideas. His highest focus is to create value and peace of mind for his clients. Whether you are interested in financial services, investment services, or term life insurance, he can help you find the financial solutions that meet your needs. He takes pride in offering top-notch customer service to everyone who visits his office. He strives to treat each customer how he wants to be treated – with respect and integrity. Frederick Pellum welcomes Montgomery residents to call or visit his office to see how he can help them achieve their financial goals and dreams.
3 Best Financial Services in Montgomery, AL
Expert recommended Top 3 Financial Services in Montgomery, Alabama. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 FREDERICK PELLUM III - PRIMERICA REVIEWS
The agent Stacie Brown was absolutely amazing. I appreciate the time she spent making sure I understood the value of the insurance as well as all other programs they offer.
I think Primerica is just what my family needed. We were able to save money, pick a plan just right for us, and add our kids to our plan.
I am truly thankful and grateful for learning about how to sustain financial growth. My family and I are looking forward to our future.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: First Command is one of the leading Financial planners in Montgomery, Alabama. The team is committed to coaching their nation's military families to pursue financial security. They have been shaping positive financial behaviors through face-to-face coaching with hundreds of thousands of client families. They help you build successful financial behaviors early in your military career, and together, they apply them consistently throughout your lifetime. Their advisors are strategically near big military bases in more than 175 offices worldwide. This way, they ensure you're financially safe wherever you go. The financial advisors at their Montgomery, AL office are a team of highly knowledgeable professionals, with many of them being veterans or military spouses themselves.
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TOP 3 FIRST COMMAND REVIEWS
We first met Aaron McKeen at an MWR event on Maxwell. We had recently sold our previous home, and we had a substantial gain which we did not know how to invest. We have never sat down with a financial advisor. Aaron walked us through options for our funds, but more importantly, he listened. He helped us assess our risk tolerance and gave us options to keep some funds available for a future home purchase. When my wife returned to work he helped us rebalance our budget and gave us options to grow our wealth. Aaron is amazing! I recommend working with him and the First Command to any of my military friends.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![DAVID R. PETTY - RAYMOND JAMES Montgomery Financial Services DAVID R. PETTY - RAYMOND JAMES Montgomery Financial Services](https://threebestrated.com/images/DAVIDRPETTYRAYMONDJAMES-Montgomery-AL.jpeg)
Here’s The Deal: David R. Petty is a certified financial advisor and Senior Vice President of Investments at Raymond James. His mission is to provide clients with the knowledge and expertise they need to make educated financial decisions. To accomplish this, he combines his experience in the financial services industry with quality investment alternatives and the latest information and technology. He strives to present information in a straightforward, understandable manner so that, together with his clients, David R. Petty and his team can determine the most appropriate options for their portfolios. They constantly consider changes in the marketplace and their client's needs, making necessary adjustments to help them. They believe that financial advisory services should be shaped by the unique needs of each client they serve, from individuals to families to high-caliber institutions. Their personal approach and robust capabilities enable them to create customized investment strategies and deliver a quality standard of service with every investment strategy they present.
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TOP 3 DAVID R. PETTY - RAYMOND JAMES REVIEWS
I had the pleasure of working with David R. Petty and his team at Raymond James, and I must say, they exceeded my expectations. David's knowledge and professionalism were evident from the start, and he guided me through the financial planning process with ease. The team was incredibly responsive and tailored their advice to my specific goals. I feel much more confident about my financial future thanks to their guidance. Highly recommend.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.