Command Wealth Management

Command Wealth Management is a Wealth Management firm in East Longmeadow, MA, located at 200 N Main St STE 1. The firm provides personalized financial planning, investment management, and Smartvestor Pro services. While serving all individuals and families, it caters specially to military members, veterans, and federal employees during the accumulation and distribution phases of their lives. The firm holds a 5.00 rating based on customer reviews.

The firm was launched in 2020 by Keith E. Tatlock, a CERTIFIED FINANCIAL PLANNER® professional with more than 20 years of experience. Tatlock retired as a Major in the U.S. Air National Guard after 23 years of service. His expertise includes financial planning, retirement and estate analysis, investment portfolio consulting, and insurance strategies. Peter Leonczyk, AIF®, joined as a Senior Financial Advisor and Partner, bringing two advisory practices together. Leonczyk has more than a decade of experience in holistic financial planning and retirement income planning. He serves as President for the Ludlow CARES Coalition and a Board Member for the Randall Boys & Girls Club. The team is led by a CERTIFIED FINANCIAL PLANNER® and supported by experienced client service professionals.

Command Wealth Management is an independent financial services firm dedicated to creating better financial lives for clients. The firm leverages technology to provide efficient, prompt, and high-quality service regardless of geographic location. Their business philosophy is based on honesty, transparency, trust, and loyalty. Services include retirement planning, portfolio review and evaluation, ongoing cash flow analysis, debt management, insurance review, education funding advice, and estate analysis. They also provide behavioral coaching and wealth mentoring. The firm operates with a no-minimum policy, ensuring everyone receives prudent financial advice regardless of net worth.

The firm’s 5.00 rating reflects a positive standing among the customers who have reviewed it. This high rating underscores the reputation for personalized attention and expert guidance that clients receive. The team’s approach is driven by understanding client goals and providing personalized plans that solve problems rather than create them.

Command Wealth Management combines its specialized focus on military and veteran clients with a strong record of customer satisfaction to serve the East Longmeadow community.

BizScoreAI awards Command Wealth Management a Technical score of 93 out of 100, which ensures the website is secure and easily readable by search engines. The firm also holds a Discoverability score of 75 out of 100, allowing AI crawlers to access its pages so potential clients can find the business through AI assistants.