Modern Woodmen of America - Jana Schoberg, FIC, FSS, LUTCF, RICP
About the Business
Modern Woodmen of America, located at 2371 South 107th Street in Milwaukee, Wisconsin, is a finance institution led by Jana Schoberg, who holds several financial certifications. Since 1883, Modern Woodmen of America has been bringing people together, supporting families, and strengthening communities. As a financial representative, you can make a positive impact on your family and community by planning for your current needs and future dreams. Modern Woodmen offers a portfolio of high-quality financial products to help you meet various life needs. As a member of the organization, you can access member benefits and contribute to your community. Visit the member website to make payments, update information, and access fraternal programs. If you can't find a Modern Woodmen representative in your community, they are available to help. Securities are offered through MWA Financial Services Inc., a subsidiary of Modern Woodmen of America. Check the background of the firm or representative on FINRA's BrokerCheck. Explore how shared values can work for you by meeting with a Modern Woodmen representative in your community.
Photos
Location & Phone number
2371 S 107th St, Milwaukee, WI 53227, United States
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Jana is so great! Very helpful to me as business owner, specifically with the challenges of protecting my business assets and contributing to retirement planning for myself and my employees."
"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."
"Highly recommend Jana and her team. I have been with Jana for about 10-11 years now and it really was the best decision for my future I made. When I first met with Jana I had recently transitioned from a company that was at risk of shutting down. I was nervous about my 401k and had no idea what I was doing. Jana took the time to fully explain what my 401k was and the different types ( I was in my 20's for the record) and since then she has been with me explaining and giving suggestions to ensure I can live a comfortable life after retirement. Her team is professional, courteous, knowledgeable, and very responsive. If Jana is ever out I never have to worry something will not get complete or my questions will go unanswered. I have to end by sharing my favorite part of working with Jana is I am always guaranteed a good laugh in our meetings. She is very personable, easy going and very enjoyable to work with."
"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."
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