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April 2024 by Christian Vukovics
Bill has been an outstanding advisor and an exceptional educator during this process. He is well prepared for every meeting and takes the time to address any and all concerns I have. I am excited to see how my long term financial goals come to fruition under his guidance.
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April 2024 by Michael McCarty
Bill is an outstanding financial advisor! My wife and I have worked with him over the last few years since I retired from active duty. He is always professional and friendly. He explains financial planning concepts in a manner that's easy to understand. Bill presents options and provides great advice without any pressure. We are very happy with how how Bill is helping us achieve our long term financial goals.
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February 2024 by Ang Sidakis
Bill has been very informative through the process. He has taken the time to explain my options multiple times. He listens and addresses my concerns. He has shown patience with my indecisiveness and never seems rushed or pushy. His office staff is responsive and helpful.
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February 2024 by Lora K
Billy Ramsey has been a great fit as my Financial Advisor. He is a welcome combination of having a genuine character and being easy to talk with, while providing competence in all areas of my financial needs. I've learned a lot from him. He is always well prepared to talk on any financial subject. He is generous with his time, reliable and true to his word. He's getting me to the finish line with my retirement goals. If you're looking for a solid Financial Advisor with a great personality - it's Billy!
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February 2024 by Shawn Thomas
Bill Ramsey is fantastic! Just really excellent to work with! He is knowledgeable as well as kind, caring, and gets awesome results. He helps us to do better without being pushy. I've worked with a few different advisors and everyone from First Command has been great, especially Bill!! 10/10 would recommend.
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February 2024 by Jennifer Camp
Nice and knowledgeable Advisor. I recommend him as an advisor.
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January 2024 by Jamila Ullah
I feel recalibrated after speaking with Bill. He helps me to remember my long term goals and shares his knowledge on different strategies for wealth building which is both educating and of value.
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December 2023 by Corey Boyer
Billy Ramsey is an excellent financial advisor. He helped me organize my retirement portfolio and explained everything in a way that I could understand. I meet with Billy every six months to review my portfolio, adjust my portfolio as needed, and ensure I’m on track to meet my financial goals. I highly recommend Billy as a financial advisor.
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December 2023 by Michael Klemann
Bill Ramsey is a true blessing and pleasure to work with! He's a tremendous wealth of knowledge and provides a great common sense approach to managing finances. I respect his advice and appreciate how he tactfully educates me based on what I need to hear and not what I want to hear. My family has truly benefitted from his guidance.
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November 2023 by Stephen Peterson
Bill has been an excellent financial advisor for my wife and I. He has helped us navigate the complexities of safeguarding our retirement nest eggs; planning for and deciding upon the best options for building long term care options for each of us; revisiting our plans for effectively leaving legacies for our children; and updating our estate planning accordingly. We would highly recommend Billy as a financial advisor for anyone.
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October 2023 by Amy Campbell
Billy has been our financial planner for several years. He has us take a deep dive of all of our expenses each year to assess where we stand and what could be improved. In doing so we were able to reduce debts and paydown/eliminate credit card debt more effectively. He listens to what long term and short term goals we have before suggesting the optimum way to diversify our portfolio to be stable yet have high growth potential. We do not feel that he pushes certain plans on us just because that's the latest shiny one on the market. If/when my spouse or I pass on, the other will be set up very well to survive comfortably. Billy is a great advisor for any stage in life and when life throws you a curveball. Highly recommend him!
