Here’s The Deal: Modern Woodmen is an independent financial planner located in Milwaukee, WI. Jana Schoberg is the firm's finance representative. Her mission is to create value and make a positive impact on people's lives by assisting them in planning for the future, protecting their assets, and building financial security. She focuses on business and personal planning needs. Being a Financial Representative and helping her clients achieve their financial goals and objectives is extremely satisfying. She loves that she has the choice to specialize in her field and that she can get to know her clients. She values these relationships and finds it extremely fulfilling to see that she makes a difference and a positive impact on the lives of her clients. She and her team offer families financial security through life insurance, retirement planning, and financial services. They foster quality family life through member benefits and local fraternal activities and support community improvement through hometown volunteer projects that make an impact where their members live. They can help you review your needs and plan for your financial future. Modern Woodmen of America is passionate about helping its members determine their financial goals.
3 Best Financial Services in Milwaukee, WI
Expert recommended Top 3 Financial Services in Milwaukee, Wisconsin. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 MODERN WOODMEN 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.
I don’t often get the opportunity to work with someone who exhibits an uncanny ability to truly listen and understand my financial goals as well as subject matter expertise in financial planning - these are often mutually exclusive traits - but Jana clearly possesses both. She is a respected professional and an exceptional advisor. I have learned to act on Jana's direction on money matters, and appreciate the fact that she seeks and accepts feedback as well. Most of all, I admire Jana for being a truly inspirational leader in even the most trying circumstances that comes with market volatility.
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.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Simplicity Financial, LLC, is a fee-only financial planning firm in Milwaukee, WI. Jared Andreoli is the president of the firm. He established Simplicity Financial in 2017, and he is a Certified Financial Planner (CFP®) and a Certified Student Loan Planner. He graduated from Western Kentucky University with a finance major with a concentration in financial planning, and he spent six years working as a mutual fund administrator for a large company. While he learned a lot about the financial world, he was missing the personal connection of working with individual clients that he could not find in the corporate world. In 2017, he put his aspirations into action and established Simplicity Financial. Jared Andreoli and his team work to set a solid financial foundation, addressing different areas of their client’s financial life, including future goals and long-term financial plans. They utilize technologies to accommodate clients from all over the country. Client meetings are in-person, via telephone calls, or video conferences. Their clients have busy lives and hectic schedules, so they have developed a flexible schedule.
UNIQUE FACTS:
• Online Consultation.
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TOP 3 SIMPLICITY FINANCIAL, 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 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.
Jared is friendly, professional, and knowledgeable in personal finance, business finance, and comprehensive financial planning. I would highly recommend hiring Jared as your financial planner.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Cove Financial Planning, LLC is a registered financial planning and investment management firm in Milwaukee, Wisconsin. Ben Smith is the founder and financial planner of the firm. He thinks everyone should have a financial plan tailored to them, no matter how old they are, what job they have, or how much money they have. It's about making sure each person feels secure about their money. He is a Board Member of Wisconsin's Financial Planning Association (FPA). He and his team seek to eliminate financial conflicts of interest and do not earn commissions or other compensation from third parties. As an independent firm, they have no affiliations with product providers and are not incentivized to sell their clients anything or pressured to hit a sales quota. Adhering to the highest industry standard means they always put their client's best interests first because clients deserve unbiased advice. They sign a fiduciary oath with every client and have an ethical and legal obligation to do what's best for you. They offer services in Wisconsin, Illinois, and Minnesota.
UNIQUE FACTS:
• Free 30-minute Initial Consultation Call.
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First $1,000,000 - 0.95%
Next $1,000,000 - 0.80%
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Next $2,000,000 - 0.70%
Over $5,000,000 - 0.30%
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Sat & Sun: Closed
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TOP 3 COVE FINANCIAL PLANNING, LLC REVIEWS
Ben has been a wonderful ally and partner to my husband and I as we we mapped out our financial future. Thanks to him, we comfortably closed on a home this year and continue to feel confident in our financial outlook. Ben is kind and compassionate, really listening to and understanding us and our needs. It's been a pleasure.
Ben has listened more than anything else. He feels like a partner, someone that we can trust and someone who truly wants my wife and I to succeed. He has given us the investment guidance we were in need of which has put us at ease knowing that we have an investment strategy. We’re more than happy paying a monthly fee for the peace of mind and comfort we receive from Ben.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.