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Testimonials

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AWM&T Client Success Stories

Military servicemembers, Veterans, and their families have turned to AAFMAA Wealth Management & Trust (AWM&T) for customized solutions that power their financial futures. See how we’ve fortified their mission for financial success—and how we can help you, too.*

*These testimonials were given by current clients, not paid promoters. Our clients received no compensation for their comments, which generated no material conflicts of interest with AWM&T.

"My team has been very responsive and focused on our priorities.  This year, we decided to better consolidate our investments and the AAFMAA team ensured we had the information and process necessary to make that happen.  We are comfortable with our team and the financial planning strategy in place."

-Member, AWM&T

"I have worked with your staff for almost 9 years now and each one of them have been very helpful and answered my questions in a professional manner.  I have been pleased with the return on my investments during this time."

-Member, AWM&T

"No change from last year. We trust you as a fiduciary, and we get common sense answers from our relationship manager, as we did from our two previous ones. The fact that the CFO even took time to talk to Lynda and me about some issues I raised last fall was very responsive to say the least. We appreciated it."

-Member, AWM&T

"My account has been managed in accordance with my conservative guidance. From this perspective, I am satisfied with AAFMAA operations."

-Member, AWM&T

"Basically a-ok but very aggrevated by slow mailing of EOM statements."

-Member, AWM&T

"I would recommend AWM&T to a friend."

-Member, AWM&T

“At AAFMAA Wealth Management & Trust, they know what it means to serve, which [is] why they make it their mission to serve you.” 

-Member, AWM&T