Modern Woodmen is a financial planning firm dedicated to assisting clients in evaluating their needs and preparing for their financial future. They are driven by their commitment to helping members of Modern Woodmen of America define their financial goals and collaborate on creating a personalized plan that suits their unique requirements. By offering a range of financial products, their representatives aid members in protecting their families and securing their futures. Modern Woodmen operates with their members' best interests in mind, ensuring they can confidently fulfill short-term and long-term obligations. They take pride in their comprehensive support system, from addressing member inquiries in their service center to offering assistance to their financial representatives and maintaining their facilities. Additionally, Modern Woodmen actively contributes to local community causes, annually providing $20-$30 million in funds and nearly one million volunteer hours.
Best Financial Services in Milwaukee
Handpicked Top 3 Financial Services in Milwaukee, Wisconsin. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
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MODERN WOODMEN OF AMERICA REVIEWS
My boyfriend and I recently started meeting with Jana to plan for our future and learn how to make smart financial decisions. We are both young and Jana has been amazing to work with and explains everything in a way we can understand. She is very thorough and takes as much time as we need to go through the items on our meeting list. Jana is very personable and has a great sense of humor which makes meetings so much less intimidating than I had expected! It is a great feeling knowing we have someone we feel comfortable with and can trust helping us make good decisions for our future.
My husband and I have each worked with our own advisors for years. After hearing and seeing how Jana helped my sister we decided that it might be time to find an advisor that we are comfortable working with together. After the first two meetings we knew we had found our person. Jana is patient, understanding and professional. We are comfortable and confident with advice she's given and we are looking at our future with a bit more hope than we had before.
Jana's a wonderful lady to go through all aspects of my insurance from the beginning and as it's changes. Explained things in a way I understood and listened to my needs and concerns.
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Cove Financial Planning, LLC is a registered financial planning and investment management firm operating as a fiduciary in Milwaukee, Wisconsin. Their primary objective is to assist individuals and families in harmonizing their financial plans and investments with their long-term goals and fundamental values. Their commitment lies in establishing enduring relationships with clients, as they exclusively work on an ongoing basis and do not provide services based on an hourly or project-based structure. Through their comprehensive financial planning service, they provide continuous guidance on financial planning and investment decisions. As part of their recommendations, they may advise clients to consult a qualified attorney for estate planning document drafting or updates or offer specialized advice in other areas as required. They offer services in Wisconsin, Illinois, and Minnesota.
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Sat & Sun: Closed
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COVE FINANCIAL PLANNING, LLC REVIEWS
Jared is incredibly thoughtful in his approach with his clients. I recently went through a career transition in which I sought Jared's services to help navigate the complexities around finances as a freelance photographer. Jared gave me honest feedback on the best next steps to take and the advice was perfectly tailored to my short term and long term financial goals. Jared's communication style makes you feel like you are having a casual conversation with an old friend. He untangles every anxiety you have in your mind about your financial situation with ease. His overall demeanor, presentation, knowledge, and skill level make himself and his business unmatched by anyone I've ever worked with in a similar field. I look forward to continue to work with Simplicity Financial in the future!
Jared is fantastic. I am very inept at financial concepts and he explains things in very simple layman's terms. He ensured that I understood all of the concepts and helped me to create reasonable and attainable goals for my financial future. He is very accommodating and even makes budgeting fun! He treats you like family!
Jared has been great with helping me understand my finances much better and planning for the future. Things that were complicated were made simple, with the holistic approach the Jared takes. I am very thankful with how flexible and comprehensive his services are. 5 stars would highly recommend.
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Planners Financial Group, LLC is a Financial planner in Milwaukee, Wisconsin. Their team of LPL financial planners brings a wealth of complementary experience to cater to your diverse financial planning and investment requirements. By considering your complete financial landscape, they assist you in defining clear and attainable financial goals. Personalized planning empowers you to make informed and confident decisions about your finances. Leveraging cutting-edge technology, they ensure convenient management and monitoring of your financial matters. Adopting a proactive stance, they work with you to develop a strategic approach that addresses your specific financial goals, utilizing the most efficient methods and resources available.
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Fri: 8:30 - 3:30pm
Sat & Sun: Closed
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PLANNERS FINANCIAL GROUP, LLC REVIEWS
They have team of qualified financial planners that complement one another in experience to help clients with all their financial planning and investment needs.
The Group at Planners is top notch. I have been with this team for 20+ years and always get solid advice. I highly recommend calling.
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