Timothy J. Custer, CFP<sup>&reg;</sup> - Financial Advisor

Timothy J. Custer, CFP®

Financial Advisor

First Command Financial Services

14 W. Patrick St, Ste 200
Frederick, MD 21701
FINANCIAL ADVISOR'S WEBSITE
(800) 694-8772
+1 More Number
(301) 694-8219
CONNECT WITH Timothy
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General

Timothy Custer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at First Command Financial Services in Frederick, MD and the surrounding communities.

Financial Advisor Overview

As a First Command Financial Advisor, I'm committed to helping clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family I serve.

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Financial Advisor Experience

I joined First Command Financial Services as a Financial Advisor in January 1999 after a 13 year career in the United States Coast Guard. My areas of focus include: Comprehensive Financial Planning; Investment Strategies; Retirement Income Planning; Education Funding Solutions; Asset Allocation and Management; and Insurance Solutions and Risk Management. I serve individuals, families and small businesses, with special concentration on military professionals and federal government employees.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Retirement Income Certified Professional (RICP)

Insurance Licenses

  • Life insurance: MD, PA, VA, WV, DC
  • Health/disability insurance: MD, PA, VA, WV, DC
  • Property/casualty: MD, PA, VA, WV, DC
  • Fixed annuities: MD, PA, VA, WV, DC
  • Variable annuities: MD, PA, VA, WV, DC

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Government & Military, Getting Married, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Personal Taxes

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Helpful Financial Planning Resources