Matt Rose is a financial advisor at First Command Financial Advisor in Oceanside, California. 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. Matt Rose is committed to helping his clients consistently make intelligent and informed financial decisions. He believes in the opportunity to make a real difference in people's lives. He makes long-term relationships with his clients and serves as your financial coach. As a First Command Financial Advisor, he helps you set specific and meaningful goals aligned with your values. In addition, matt Rose Provides you with a comprehensive and personalized plan for effectively pursuing your financial needs.
3 Best Financial Services in Oceanside, CA
Expert recommended Top 3 Financial Services in Oceanside, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
MATT ROSE - FIRST COMMAND REVIEWS
I met Matt while serving at School of Infantry, and was impressed by his confident, in-depth knowledge of finances. Me and my wife decided to go with him to handle our finances, and were not at all disappointed. As a servicemember, not only did he provide free and honest financial advice for our family of seven, but through smart investing he made us no small amount of money, despite the recession. This means a lot to us, because we will soon be transitioning into civilian life, and are counting every penny. Thank you Matt for all you have done! God bless.
My wife and I have trusted Matt with our finances for nearly a decade. He goes above and beyond with his services and makes you feel like family. I can't imagine trusting anyone else with our investments and financial guidance. Thanks Matt.
I have known Matt for many years and have always been impressed with his knowledge of finances. I entrusted Matt with guiding my financial future and I feel confident in his abilities and am thankful to have found a reliable and trustworthy advisor.
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Russ Jacobs is one of the Financial Advisors at Ameriprise Financial, LLC. He delivers personalized financial advice to help you achieve your goals today and tomorrow through their confident retirement approach. Russ Jacobs begins a conversation about critical economic areas that cover the essential lifestyle, prepare for the unexpected, and leave a legacy. He can help you feel more confident, connected, and in control of your financial life. He recognizes the significance of a well-designed investment program in achieving your financial objectives. Ameriprise Financial, LLC. Stays on track with your financial goals during changing market conditions. They enjoy when helping their clients to achieve their financial goals.
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RUSS JACOBS - AMERIPRISE FINANCIAL SERVICES, LLC REVIEWS
Very helpful adviser. He has very good instincts and understands the economic conditions. Any time I have a question about insurance, taxes, trusts or investing, he either has the answer or he gives me the name and number of someone really helpful. His office is casual and it is right next door to the Peking Wok in Bonsall. I just stop by anytime I have to talk to him when I am at the Grocery store or before a lunch with friends. They really care about their clients and they know lots of ways to make your life easier. Russ is always getting alerts on his phone about the latest economic news and calls me regularly with new ideas on good investments and mostly they turn out to be good investments. I am really happy to have him looking after my money.
My Family's trust & now I have used Mr. Jacob's sound financial advice for years! His customer service is exemplary & he is always available for communication which is a must. He and his staff are warm & friendly on the phone or in person, & I appreciate ALL the extras he has helped me with. Finances & investments can be intimidating & I know I can count on Russ Jacobs
Russ has been handling and growing my portfolio for 6 years and his instincts, advice, approach, and intelligence has been invaluable. During these years, we have seen a volatile market and he has guided me to keep my portfolio improving and has also protected it during the lean times. I have come to value him, his advice and his expertise in managing my money.
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Clarke Financial Services, Inc. aims to create a financial plan to help you achieve your financial goals. They have been providing services for over 20 years. The company provides you with ongoing education about your financial plan to better understand your financial plan and feel good about it. They aim to create a financial plan to help you achieve your financial goals. In addition, Clarke Financial Services reviewing your project on an ongoing basis will help keep you focused on achieving your financial goals. As your financial advisor, they aim to create a financial plan to help you achieve your financial goals. In addition, they seek to provide you with ongoing education about your financial plan.
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CLARKE FINANCIAL SERVICES, INC. REVIEWS
As your financial advisor, my aim is to work with you to establish retirement goals and calculate how much money it will take for your to potential retirement.
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