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