First Command Financial Advisor - Monica McKenna - Davie, Florida

Karen S.

Monica is the best financial advisor. She was extremely detailed oriented from the start by thoroughly reviewing my retirement accounts from past jobs. Prior to working with Monica, I had a vested saving account was removed when I switched jobs. Monica reviewed my past documents, noticed the missing money, directed me on whom to contact and I got that money back! Monica consolidated my accounts, educated me on my options, and directed me to the ones that meet my need. She has truly listened to my goals over the years and help me develop a financial plan with solid goals and direction. I now know where I'm heading and have a planned arrival time. I highly recommend Monica.

K A.

1st CMD and I are lucky to work with Mrs. Monica McKenna.
I've had the pleasure of working with Mrs. McKenna as my financial advisor for the past few years, and I can confidently say that she has been nothing short of exceptional. From the very beginning, Monica demonstrated a deep understanding of my financial goals and tailored her advice to align perfectly with my needs and aspirations.

Monica’s expertise and knowledge of the financial landscape are truly impressive. She stays ahead of market trends and always offers insightful recommendations that have consistently yielded positive results. What sets her apart is her ability to explain complex financial concepts in a way that is easy to understand, ensuring that I am always well-informed and confident in the decisions we make together.

Her dedication to her clients is unmatched. Monica takes the time to listen carefully to my concerns and priorities, and she always goes above and beyond to provide personalized service. Whether it’s through regular check-ins, prompt responses to my inquiries, or proactive adjustments to my portfolio, Monica consistently shows that she genuinely cares about my financial well-being.

Thanks to Monica's guidance, I have seen substantial growth in my investments and have a clear, achievable plan for my financial future. She has not only been a trusted advisor but also a valued partner in helping me secure my financial goals. I wholeheartedly recommend Mrs. Monica McKenna to anyone seeking a knowledgeable, attentive, and results-driven financial advisor.

Georgina F.

Monica is a wonderful advisor. She is detail oriented and very thorough. She has provided us expert advice regarding Roth conversions, tax considerations, insurance, and more. We are very thankful for her counsel.

Jen M.

Where to even begin?! Monica is a superwoman. She is extremely knowledgeable in all things military and finances. We are so grateful to have Monica as our financial advisor.

Gerardo H. S.

Monica, is a great financial advisor. She is very knowledgeable on every aspect of financial matters.

Cheryl B.

Monica is diligent and thorough and very knowledgeable and helpful. She gives solid recommendations and truly cares about her clients! I’ve been a client for several years and trust her wholeheartedly!

Gary S.

Very well invested time during our Annul Plan Review today at the office with my wife; covered all the details regarding future strategies for accounts disbursements an more. Thank you Monica‼️

Jayme S.

Monica is awesome and so helpful.