Financial institution - Boynton Beach (FL)

Maureen Villari I had the pleasure to work with Michael Diaz today to resolve my financial debts. He was extremely professional, mild mannered, knowledgeable, experienced and made sure that I understood the whole process of your company. He was willing to provide straight forward advice to alleviate my current financial situation. His due diligence made me feel extremely confident paying careful attention to the details of the process. I have great faith in him that I am on the right track to being free from financial debt and looking forward to it.

Brett Stophel Debbie did a great job on help setting one of my retirement accounts up and Dan also did a great job on setting up my business credit card.

Dr. Melissa Harmon From the very beginning I’ve had an excellent experience working with Chris Schultz from Modern Woodmen. From the very first consultation, he took the time to understand my financial goals and provided clear, personalized advice that truly made a difference. His expertise, professionalism, and attention to detail gives me confidence in my financial future. I appreciate his transparency and patience in answering all my questions. I Highly recommend Chris to anyone looking for an ethical, trustworthy, and knowledgeable financial planner.

Jason Hoge Sefton has been an amazing advisor! He keeps my wife and I updated on where we are at in our path to retirement, and what steps we need to take to reach our goals.

Kimberly Welborn Lorri Lammie was awesome. Everything was done in no time and with out a headache. I go every year and gladly pay the fee so I have one less thing to stress over. As always very happy with my refund amount.