First Command Financial Advisor -  Steve Vergara

First Command Financial Advisor - Steve Vergara

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Financial Services in Shalimar, FL

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Financial Services Financial and Investment Services

Contact Information

Website

Store Hours

Monday:
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Tuesday:
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Wednesday:
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Thursday:
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Friday:
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Saturday:
Closed
Sunday:
Closed

Location

1120 N. Eglin Pkwy,
Shalimar , FL 32579 United States
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About First Command Financial Advisor - Steve Vergara

Steve Vergara joined First Command Financial Services as a Financial Advisor in October 2008. Previously, he served as a banking center manager at Bank of America.

A graduate of Robert Morris College with a bachelor's degree in business administration and an associate's degree in computerized business systems, Steve holds Series 6, 63 and 65 securities licenses plus state life, health and variable annuity insurance licenses.

Steve advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Through a values-centered approach to financial planning and a client-first philosophy, Steve is committed to helping his clients plan confidently for the future and to accompanying them on their financial journey.

Married with two children, Steve enjoys spending time with his family and watching his favorite teams, the Chicago Cubs, Chicago Bears and Chicago Bulls.

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First Command Financial Advisor -  Steve Vergara

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First Command Financial Advisor - Steve Vergara 850-613-6990
1120 N. Eglin Pkwy,
Shalimar , FL 32579 United States
$
First Command Financial Advisor - Steve Vergara

Specialties

  • Comprehensive financial planning
  • Investment strategies
  • Risk management
  • Debt management

Business Details

Company name
First Command Financial Advisor - Steve Vergara
Category
Financial Services
Rating
Not Rated
Phone (Fax)
Email
EVergara@firstcommand.com

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First Command Financial Advisor - Steve Vergara

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