First Command Financial Advisor - Peter Carlo - Silverdale (WA)

5 /5 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.

5 /5 Jen Dellert: Had my annual review appointment with Peter this week, which was great as usual. Peter provides excellent customer service and takes time to know me, my financial and life situation, and offer outstanding guidance. He spent extra time educating and walking me through different concepts and solutions, to ensure I understood everything so I can make sound financial decisions and plans for the future. I am confident I will reach my goals and beyond because of Peter.

5 /5 Pamela George: My husband and I have worked with Peter for many years. He has guided us to quite a successful retirement. We look forward to our yearly reviews and consider Peter our friend, although our relationship is strictly professional. He just helps us to feel comfortable during our meetings ... like a friend. We also trust him like a friend, and he has proven to be trustworthy through our dealings over the years. Peter gets a 5-Star-PLUS rating from us.

5 /5 Matthew Kucharski: I am happy to recommend Peter Carlo as a personal financial advisor.  I have been working with Peter for over 20 years and would consider him a great family friend.  He values family and relationships and has always been encouraging and straightforward. He has helped me exceed my retirement goals with time to spare.  Thanks, Pete!

5 /5 Mark Henricksen: We moved here over twenty years ago. Since we met Peter back then, he has guided us through our financial journey and helped us reach our goals to a point where we can feel confident when we are ready to retire, that we can do so comfortably. Peter is more than an Advisor, he always goes above and beyond to help and guide us as clients, which feels more like friends. We look forward to the annual meetings to check our progress, see if there is anything new we need to address, and catch up with the goings on in our families. We couldnt have asked for a better financial advisor and friend than Peter. We are forever grateful.