First Command Financial Advisor -  Allison Polk

First Command Financial Advisor - Allison Polk

Claimed via Yext Last updated: November -0001 Listing details

Financial Services in Lawton, OK

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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

713 SW C Ave, Ste C
Lawton , OK 73501 United States
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About First Command Financial Advisor - Allison Polk

Allison joined First Command Financial Services as a Financial Advisor in April 2019. Previously, Allison was a financial advisor intern and on-call branch office administrator in the financial services industry.

A graduate of the University of Missouri with a bachelor's degree in Business Administration, Allison holds Series 7 and 66 securities licenses plus state life and health insurance licenses.

Understanding that the single most powerful contributor to financial well-being is behavior, Allison works closely with her clients to develop personalized financial plans that reflect their values, address their priorities and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. And through ongoing planning to address changes in one's financial and personal circumstances, Allison is ready to assist clients as they pursue their goals through a lifetime financial journey. As a military spouse, Allison understands the financial struggles that come along with military life and is committed to helping military families improve their financial well-being.

In her free time, Allison enjoys crafting, golfing, traveling and spending time with her husband.

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First Command Financial Advisor -  Allison Polk

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First Command Financial Advisor - Allison Polk 580-353-8772
713 SW C Ave, Ste C
Lawton , OK 73501 United States
$
First Command Financial Advisor - Allison Polk

Specialties

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

Business Details

Company name
First Command Financial Advisor - Allison Polk
Category
Financial Services
Rating
Not Rated
Phone (Fax)
Email
ASPolk@firstcommand.com

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First Command Financial Advisor - Allison Polk

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