David Lupo Email & Phone Number

As a Modern Woodmen representative, I use my knowledge of financial products and needs to help my members and the Berks, Chester, Lancaster Counties 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, 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: (484) 507-6020 David.B.Lupo@mwarep.orgVisit my webpage! https://reps.modernwoodmen.org/dlupo Learn more about how we operate on social media at https://www.modernwoodmen.org/smterms/

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  Financial Representative

  Modern Woodmen Of America

  Dec 2022 - Present - Reading, Pennsylvania, United States

  I help individuals, businesses, and families plan for a secure financial future. I am fortunate to offer financial security with fraternal benefit and am proud to be part of an organization that is for our members. I believe in helping others, building relationships and making a difference in the local community.

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  Reading Area Community College