Financial Management Inc - Kennewick (WA)

Kyle J Cristian has went the extra mile countless times now for me when handling my coverages. Ive decided to put all my policies in his hands including bringing my wife on board for our joint coverage after the recent wedding. If you want someone who truly cares about the individual - choose Cristian

Joseph Dalton Never have I ever had a Instatution such as Global to treat and handle my money as well as you guys Thanks for your professional staff, at the Safeway store on Kent Kangley Rd. Again Thanks for all you do. Signed: Joseph L.Dalton

Vince Cross All I can say is you will be very happy you made this choice when you leave. All around great guy.

Rebecca Janning We have been clients of Peter Carlo for decades, in Virginia, Washington and now Missouri. He is ALWAYS available to answer questions and is very patient about explaining ( and re-explaining) the details re managing our finances. When our CPA retired and we had trouble locating someone taking on new clients, Peter helped us research and connect with a new tax preparer even though we are several states away from his office in WA. My husband I are both natural “savers” but we have never had the savvy to make our own investment choices. We are much more comfortable in our retired years than we would have been without the management by Peter Carlo, backed by all the cumulative and proven expertise of the First Command gurus. It’s never too early to connect with a trusted financial advisor. If you are seeking one, I cannot recommend Peter enough.

Mike Daud Lewis is very patient in answering all my question that I have which include 401k college fund, etc…straight shooter, all around great guy, will recommend everyone to him