First Command Financial Advisor - Jesse Underwood

Jesse is amazing! Talking about finances can be tough. Especially when trying to plan as a family. Jesse gave honest opinions, new perspectives, and really gave us a reality check on being confident with what our family has started. He is very easy to talk to and if you don’t understand something, he will ensure that he finds a way to communicate so you do! What a wonderful experience and if we ever have a question on financial advice, we will ask Jesse!

I cannot recommend Jesse highly enough. Jesse's expertise and dedication truly set him apart. From our initial consultation to the implementation of his recommendations, he has demonstrated a deep understanding of my financial goals and tailored his advice to suit my specific needs.

Throughout the process, Jesse has exhibited exceptional communication skills, patiently explaining complex financial concepts in a clear and accessible manner. He took the time to address all of my questions and concerns, ensuring that I felt confident and informed every step of the way.

I really appreciate Jesse's ability to build rapport; he sees my family as a whole unit and goes above and beyond to develop a comprehensive strategy that aligns with my long-term objectives, always prioritizing my best interests.

Thanks to Jesse's guidance, I feel more empowered and secure in my financial future. I wholeheartedly endorse Jesse Underwood to anyone seeking a knowledgeable and trustworthy financial advisor. With him on your side, you can rest assured that your financial goals are in capable hands.

Great guy, sincere and knowledgeable. Working with Jesse puts me at ease regarding my financial future. His ability to explain what he's suggesting and his willingness to work with my personal goals is reassuring and reinforces my desire to keep working with him in the future. 10/10 would recommend to anyone looking to straighten our their path to future financial success.

Jesse has been my financial advisor for two years, and has been nothing short of excellent. He's always been able to make time to meet up and answer questions or alleviate concerns even when I'm on the other side of the world. Initially, he gave me an easy to execute, yet very effective plan, that has worked wonders to push me towards my retirement goals. Since then, we've made small tweaks along the way, and it's been just as easy to make those adjustments as it was to set it all up originally. The steps Jesse suggested and we took have made sure my financial future is secure, and I'll use Jesse as my financial advisor as long as he's still working.

My experience with Jesse has been phenomenal. He’s helped me take a better look at my financial goals before and after transitioning from active duty to the reserves. He explains everything really well and provides helpful ways to make the best decision financially. I highly recommend!

Jesse Underwood has put great care into our financial needs. He listens, he’s creative and he understands our goals. We look forward to a healthy financial future working with Jesse

I've never had a financial advisor before but Jesse put my mind at ease! He is very personable and gets to know each client in order to best serve them in their financial needs. So glad I was able to find Jesse!

Jesse is amazing! Great guy and was so easy to talk to about finances and future goals! Highly recommend talking to him if you need any financial advice!

Absolutely the best Guy around...! I literally am finally able to breathe since Jesse helped me out with getting me more adjusted to managing my money as well as my credit cards... I will recommend First command advisor Jesse Underwood to anyone and everyone I know.... Thank you again for all ur help Big Guy, Ur Awesome!

My husband and I came to First Command through Jesse and it has been an amazing experience for our family. Jesse has helped us build a better financial foundation. Jesse truly listens to what it is that you need and will give you honest feedback about how you can achieve your future financial goals. We cannot recommend Jesse enough to anyone looking to find a reliable, trustworthy and knowledgeable financial advisor.

I cannot recommend Jesse enough! My husband and I were overwhelmed about creating a budget as newlyweds, but Jesse guided us through the process with ease. He was patient and listened carefully to our goals and concerns, and then developed a comprehensive financial plan tailored to our needs. Jesse took the time to explain everything to us and was always available to answer our questions. He is not only a skilled advisor but also a genuinely caring and trustworthy individual! We are so grateful for his help and would recommend him to anyone. Thanks again, Jesse!

Jesse has helped me and my wife tremendously. And continues to help. I highly recommend him to anyone with financial needs/ questions.

Excellent person. Excellent Service! Highly recommend to those who are looking to get smarter with their financial security and build roads to the life goals they have.

From the beginning of our interactions, Jesse was very invested in getting to know me first and understanding how he could best add to my life. We sat down and talked through my financial situation and goals.

From there, I was able to ask questions about how different opportunities would affect my retirement plan 20+ years down the line. First Command uses an excellent program that makes this all really easy to see and gives you a chance to really evaluate how staying in the military for 20+ years would line up against getting out early and pursuing a career elsewhere.

Jesse provided well informed recommendations to me to help secure my lifelong goals, financial or otherwise. All of this was free of charge. Such an excellent resource for those wanting to take charge of their finances and reduce stress for how things will shake out in the future!

I highly recommend talking to Jesse at First Command, it could be the difference that makes your dreams a reality!

Jesse was great. He was always quick to respond when I had questions and was always very helpful and informative. Highly recommend Jesse for anything financial.

Jesse has been my family's financial advisor for over a year now and we could not be happier with his selfless service. Jesse truly invests time and care into the financial well-being of each of his clients and this is evident not only in his careful consideration of all the factors but also his flexibility when our thoughts, goals and circumstances change. His approach is not forceful, it is educational. Jesse is our go to guy!

Jesse is an honest broker, flexible, and understanding. He places the needs of his clients at the forefront of their plans and accommodates when needed. Additionally, he coordinates community events and gatherings to further establish relationships and connections throughout the branch. An amazing mentor, friend, and person to be connected with.

Jesse has been awesome to work with. We’ve been with first command for a few years and moving to Tyndall has been so smooth with jesses help. I feel that my future retirement plans are going to great with his help.

Jesse has been very helpful with all our financial needs. He listens to what is most important to you and never pressures you into something you’re not comfortable doing. I would highly recommend seeing Jesse!

Jesse is an individual who truly cares about his clients. His main focus is making you financially smarter and making you more aware of where you are and where to go next. I highly recommend him.

I’ve been working with first command and Jesse a while. He talks your through all of the processes. I get lots of feedback every step of the way even if I set up the account to forget about it. As fellow vet. He knows our budgets and what our needs are.

He is very helpful