First Command Financial Advisor - Jesse Underwood, WMCP® - Panama City, Florida

Suzanne S.

Jesse is a wonderful financial planner! He takes your financial plan in steps which was great for me as I get overwhelmed. He listened to all my questions and made sure I understood what was going on. He would state "this is your money and your future, I am here to help you." I feel comfortable and confident knowing that Jesse is going to lead me in the right direction. I am grateful I have Jesse as a financial advisor!

Joe S.

Jesse’s advise/mentorship has helped tremendously when it comes to being financially responsible. I’ve learned so much from the past year or so and it has helped with securing a better future for myself. Please don’t hesitate with reaching out to him for help! That small step could change your whole future.

Colby S.

My wife and I decided to give First Command a shot after hearing Jesse Underwood speak at an event for Tyndall AFB. Jesse has been a phenomenal person and financial advisor for us. It never mattered what time of day, I could text or call him and he’d be more than willing to assist. Deserving of every bit of a 5 star review. We will miss him as our advisor as we move to another state, but would recommend having a chat with him at the very least for anybody looking to expand their financial portfolio or interests.

Brandon O.

With how the economy is going there is no better time to invest in the future. A simple savings account won’t cut it so it’s best to look for a financial advisor. Jesse is the person to go to. Whether you’re young or seasoned, Jesse takes the time to break things down in simple terms into a way you can understand.

The sooner you start, the better off you will be. Jesse is professional, reassuring, and knowledgeable. He offers advise on investments that fit your style, goals, and risk tolerance to develop a strategy to help pay your debt and avoid possible debt in the future.

Jesse has personally helped me open my portfolio and introduced me into the stock market. Hes taken great measures to help me out and he genuinely cares. I look forward to expanding my portfolio in the future.

Elise G.

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!

Jessica H.

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.

Naxiel N.

Jesse is an awesome financial advisor. For the past few years I have been meaning to get some financial things squared away and when Jesse reached out to me in a very professional manner, offering some educational information, everything really lined up for me. During our initial conversation he made it his mission to understand what I was going through professionally and personally. From there we met again to do a deep dive on all my financials, what goals I had in mind and what goals I would like to make. He answered every question I had, guided me through each phase we were at during our appointments and checked to see if anything had changed since we last met. At each appointment, we went through in-depth reviews. He took his time to make sure I understood everything taking place after we implemented his recommendations based on my goals. All of his recommendations were based on realistic and achievable goals and I was left very impressed with his financial acumen. I am saddened that I will be PCSing soon so I will not be able to meet with him regularly, but he is making sure to complete a warm handoff for my transition to my next duty location. I greatly appreciate the education and recommendation he gave me and strongly recommend Jesse as a Financial Advisor, you will not be disappointed!

Jessica T.

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.