1 /5 James Barber: Will sell you whole life insurance under the guise of having “your best interest at heart.”They are not truly fiduciaries. Avoid at all costs. Read “The Simple Path to Wealth,” and buy term life insurance instead.
5 /5 Dan Kessler: We have been a client since 1986. We have had 15 agents- some good, some bad but only one stood head and shoulders above them all- Shawn Broe.
We are so pleased with the support he provides us that we asked him to become our sons’ advisor which he gladly agreed to do.
5 /5 lauren martinez: I have the pleasure of getting financial guidance and planning from Shawn Broe. I was referred to work with him and he has greatly assisted in my financial management, investments, and future planning. He is professional, personable, and very enjoyable to work with. I highly recommend working with him, and his team in Columbus, GA. I am very thankful for his guidance and mentorship with my finances.
5 /5 Denry Parks: Shawn Broe
My wife and i had a great visit today with Shawn Broe our financial planner at First command as always Shawn is very professional easy to talk with, go over all paperwork, and do whats best for us very knowledgeable financial planner.
5 /5 Shameka Latreece: I had the pleasure of working with Chris Dryden to start my financial planning. After sitting down with him I realized how much work I needed to do. He was very helpful and went over and beyond to help me with my financial needs. Although I wasnt the typical customer he still took out time to meet with me. Please reach out to him for any financial needs. To him you are not just a number ,because his heart is in everything he does.
David Are This is a great team that focuses on overall long-term success. They are always available to help and advise in any capacity. My family has been with them for a decade + with fantastic results.
Bobby Townsend Kevin got me through it when I was unsure about securing a loan he patiently explained every step and stayed in touch until everything was finalized. Because of his support, the process felt easy and stress free and I’d confidently use this service again.
Lisa Phelps I absolutely love Nashville Southeastern Credit Union! Everyone is super nice and always ready to help with whatever we need. And Judy is the best, she always has an answer and explains all the options very well making things so much easier.
Lynnette Clark My experience has been shared amongst all the front desk women they all are wonderful women. They listen,explain things to you in a meaningful way. They all keep a big smile on their faces if they’re having a bad day it never shows. I love my Envision family They all get 5 stars in my book!!
Al Alex Mrs Beverly has done a wonderful job for me for several years now—Tried to book an appointment with her today and she’s all booked up. She’s very knowledgeable in this field and it shows.
Calvin Williams The ladys at front desk are so nice but caseworkers are very rude! I know it gets extremely busy,I work with Public that gets busy just as bad but you dont take it out on clients! Find another job
Jacqueline Mitchell It was wonderful to business face to face with a person the way god intended it. They made me feel that them taking care of my needs was as important for them as well as me. Forever connected to them now !!