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Nicholette LaFrenier
Business Name:
Modern Woodmen Fraternal Financial
Business Description:
Modern Woodmen Fraternal Financial is a member-owned financial services organization founded in 1883.
How Business Creates Value:
As a financial representative with Modern Woodmen Fraternal Financial, I am passionate about helping individuals, families, and business owners achieve financial security and peace of mind. Growing up in a single-parent household with limited financial resources, I understand the power of proper financial planning and the difference it can make in people’s lives. I ensure my clients receive personalized and customized solutions, from life insurance to retirement planning, tailored to each client’s unique needs and goals. As a member of the Upland Group Team Referral Network, I look forward to serving our community and helping the members of our community build a solid financial foundation.

Contact Information

Phone
626-437-7056

Skills

  • Financial Services
  • Networking
  • Retirement Planning
  • Client Relationship Management
  • Sales & Prospecting
  • Life Insurance Planning
  • Business Planning
  • Risk Management

Credentials

  • TEAM Member since 2024

Experience

  • Modern Woodmen Fraternal Financial - 1 year

Languages

  • English