First Command Financial Advisor - David Slater 200 Camino Aguajito, Monterey, CA 93940
About the Business
First Command Financial Advisor - David Slater is a finance institution located at 200 Camino Aguajito in Monterey, California, United States. This institution provides financial services to clients on a strictly voluntary basis, with no direct or indirect compensation given for testimonials. The experiences shared by clients may not be representative of all clients' experiences, and are not a guarantee of future success. First Command is committed to providing personalized financial advice and assistance to help clients achieve their financial goals.
Location & Phone number
200 Camino Aguajito #201, Monterey, CA 93940, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"David has helped me for years with my plan and company benefits. He has helped me understand how/when to buy my company’s Incentive Stock Options, and during Covid he helped me with a perfectly timed Roth conversion."
"David was a great help after graduating college and starting my first job at Tesla. The company benefits were intimidating, but he helped me navigate it"
"Great team and David is a long time advisor 7 years for me. Trustworthy and open."
"Very knowledgeable and thorough. Explained the complete process to ensure we were educated and comfortable with our decisions."
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