Modern Woodmen of America
Modern Woodmen is a financial planning firm dedicated to assisting clients in evaluating their needs and preparing for their financial future. Modern Woodmen of America is one of the Three Best RatedĀ® Financial Services in Milwaukee, WI.
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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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Location / Contact:
- 2371 South 107th Street, Milwaukee, WI 53227
- Phone : (414) 727-8808
- Mobile : (800) 447-9811
- EMail : jan***@m***.org
- Website : reps.modernwoodmen.org/js...
Working Hours:
Mon-Fri: 9am - 5pm
Sat & Sun: By Appointment only
TBRĀ® Inspection Report:
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