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Modern Woodmen of America - Mark Phillips Group
200 North Wales Road, Wales, Wisconsin, United States
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About the Modern Woodmen of America - Mark Phillips Group
Modern Woodmen of America - Mark Phillips Group is a finance institution located at 200 North Wales Road in Wales, Wisconsin, United States. Since 1883, Modern Woodmen of America has been bringing people together, supporting families, and strengthening communities. As a financial representative with Modern Woodmen, you can make a positive impact for your family and community by meeting current needs, achieving future dreams, and planning for all stages of life. The institution offers a portfolio of high-quality financial products to meet a wide range of life needs. Members can access helpful tips and articles to understand what’s important to them and their loved ones. By joining Modern Woodmen, you become a member of the organization, trust them with your financial needs, and have the opportunity to access member benefits and impact your community. You can make payments, update your address, access account information, online forms, and fraternal programs through the member website. If you are unable to find a Modern Woodmen representative in your community, they are willing 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. Products are available in most states. Individual representatives may not be licensed to sell all products.
Photos of Modern Woodmen of America - Mark Phillips Group
200 N Wales Rd, Wales, WI 53183, United States
Opening hours of Modern Woodmen of America - Mark Phillips Group
Monday:
09:00 - 17:30
Tuesday:
09:00 - 17:30
Wednesday:
09:00 - 17:30
Thursday:
09:00 - 17:30
Friday:
09:00 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews of Modern Woodmen of America - Mark Phillips Group
"The team are all very knowledgeable and helpful for my retirement planning! The lady’s at the front desk are always welcoming. Everyone is professional and I can’t say enough good things about this financial office."
"I very highly recommend Mark Phillips as a financial advisor. He has provided my husband and myself with confidence, assurance and security in guiding us through investments as well as our personal advanced directives. Mark is available and personable as well as extremely well educated, informed and knowledgeable in making financial decisions with us. Megan and Grace are a strong support staff and always make our appointments enjoyable."
"I have worked with Mark Phillips planning my financial growth for many years. Mark's professionalism and knowledge are ever present. I have appreciated the regularly scheduled meetings providing me updates and trends and what options are available for my consideration. Beyond his financial skills, I believe Mark to be authentic and honest in his actions with me."
"Mark is great to work with and always his clients on his mind. He has always come to our meeting with ideas and suggestions to make us better and his plans have always been good. I would say if you want someone who you can trust and will be a partner Mark Phillips is that person"
"I've been seeing Mark for years with my financials. He helped me figure out my financial options when we started back then and planned for my future. They constantly checkin with you, which makes me extremely happy. Mark is a genuine person and I completely trust him to recommend him to anyone. Thanks again Mark!"
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