Financial Planners in Starkville

“My family trusts Modern Woodmen with a number of our personal financial needs from life insurance to investments. Barbara Coats really cares about helping people and is great about answering our questions and providing us with her insight and knowledge. She has our complete trust and working with her really gives us peace of mind.“

“This is a small group with an incredible skill when it comes to money management and making you comfortable as a client and friend. We have worked with them for some years and have been more than happy with the outcome. The recommendations made to us have been well thought out and solid with a realization that this is our future stability they manage. Lynn and Lauren are an amazing work team for the actual investments and planning and their support staff is exceptional. Lynn has been listed as a top financial planner by Forbes. The entire staff communicates with you in such a way that you always know things are being done correctly with any questions being addressed promptly. We meet with them formally to review everything at least annually but can call, walk in or meet any time we have a question. We are fortunate to have been able to place our resources into their capable hands.“

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