6 mar 2018
Risposta di First Command Financial Services
8yFirst Command is committed to a client-first culture that reflects the highest ethical standards and best practices of the financial services industry. Since 2009, the Financial Planning Association has recognized First Command as an FPA Alliance member – one of only two firms ever to receive this prestigious honor. FPA Alliance firms demonstrate an unwavering commitment to the financial planning process and to their clients, delivering all financial planning services in accordance with the FPA Standard of Care. With that in mind we are particularly concerned about your statement that you were “encouraged to give bad financial advice.” That is not how First Command conducts business. On the contrary, our policies and actions are continuously monitored to reflect a culture of compliance and a fiduciary standard of conduct by which we first and foremost act in our clients’ best interests. Your statements represent a serious matter to us that we wish to address. In the meantime, I urge you to report your concerns, with further details, to our Quality Management Team via email at Quality_Management_Inbox@firstcommand.com so we can investigate and take any appropriate action that may be warranted.