Verified recordFinancial Services

Marcus Moreno

Financial Representative at Modern Woodmen Of America

Based in Laredo, United States

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Seniority

Staff

Department

Sales & Business Development

Location

Laredo

Industry

Financial Services

Company size

2.5K

Contact information

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Email

1 credit

m•••••••@modernwoodmen.org

Phone

5 credits

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Background

About Marcus Moreno

As a Modern Woodmen representative, I use my knowledge of financial products and needs to help my members and the South Texas community plan for a secure financial future. Working together, I can help you develop a personal financial strategy unique to your needs and goals. My role is to help you: • Define your goals and objectives. • Assess your current financial situation. • Create an affordable plan that will grow with you in the future. • Help you get started and then review and adjust your plan over time. Modern Woodmen of America is a member-owned fraternal financial services organization. We secure futures with financial guidance and products. As a fraternal benefit society, our members enjoy social, educational, and volunteer activities as well as special member benefits. Since 1883, Modern Woodmen has brought people together, supported families and strengthened communities nationwide. Modern Woodmen - touching lives, securing futures. Feel free to contact me at: B: 956 722-0945 Marcus.n.moreno@mwarep.org Learn more about how we operate on social media at Innovative leader in the Public Speaking industry for over several years with emphasis on creating highly successful teams. Successful history of growing profitable portfolios, Marketing, retention, and service while growing existing business. Results driven, people oriented, with a strong commitment to customer satisfaction through consistent delivery of top notch service in a timely manner. Experienced in property and casualty as well as life and Team Building. My success has been achieved through honesty and integrity; which is why my relationships and professional connections are based on trust

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