Landon Mariani-Modern Woodmen of America

Financial Advising

Why pick this one

They focus on helping individuals and families in central and eastern North Carolina with tailored financial planning and community support.

Best for

  • financial planning for families
  • business planning needs
  • community-focused financial services

Look elsewhere if

  • looking for a purely digital financial service without local engagement
  • seeking very low-cost financial products

Specialties

  • financial planning
  • life insurance
  • retirement planning
  • estate planning
  • business planning

Certifications

  • FIC
  • CFFM

What makes them different

  • committed to supporting local communities through fraternal activities
  • focused on helping individuals, families, and business owners with unique financial needs
  • actively involved in community development projects
Serves
central North Carolina, eastern North Carolina, eastern Virginia

Distilled from this business's own website.

Contact & Location

Address
1611 Jones-Franklin Rd, Raleigh, NC 27606-0001
Phone
+19194621341
Website
https://reps.modernwoodmen.org/dpolk/
Email
Daniel.Polk@mwarep.org

Services

  • life insurance
  • annuities
  • investments

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