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Business Profile

Insurance Services Office

Modern District Financial
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(231) 421-8331Write a Review

About

Overview

Modern District Financial

2062 N US Highway 31 S

Suite B

Traverse City, MI 49685-6997

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Operating Hours
9:00 AM - 7:00 PM
9:00 AM - 7:00 PM
9:00 AM - 7:00 PM
9:00 AM - 7:00 PM
9:00 AM - 7:00 AM
By Appt. Only
Closed

Find a Location

Modern District Financial has 3 locations, listed below.

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    BBB Accreditation & Rating

    Modern District Financial is BBB Accredited.

    BBB accredited business seal

    This business has committed to upholding the BBB Standards for Trust.

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    About This Business

    Modern District Financial is a financial services company helping clients with their retirement planning by offering Medicare Supplements, Life Insurance, Long Term Care Insurance, and Financial Services. We have offices in Traverse City, Midland and Grand Rapids to service your needs.

    BBB Accredited Since: 9/2/2014

    Years in Business: 15

    Products and Services

    This company offers The company is a nationwide insurance marketing organization specializing in the senior market and retirement planning. They offer products relating to Medicare, life insurance and long-term care.

    Business Details

    Local BBB:
    BBB of Michigan
    BBB File Opened:
    5/23/2011
    Business Started:
    4/1/2011
    Business Incorporated:
    7/30/2021
    Type of Entity:
    Limited Liability Company (LLC)
    Alternate Names:
    Modern District Financial, powered by American Senior Benefits
    Modern District Financial, LLC
    Business Management:
    Mr. Ryan J. Kashmerick, Vice President
    Number of Employees:
    1

    Additional Contact Information

    Principal Contacts
    Mr. Shannon Nelson, CEO
    Customer Contacts
    Mr. David H. Teesdale, Executive Administrator
    Mr. Ryan J. Kashmerick, Vice President
    Mr. Shannon Nelson, CEO
    Additional Phone Numbers
    Other Phone: (616) 931-5062
    Additional Email Addresses
    Complaint: Email this Business
    Inquiry: Email this Business
    Sales: Email this Business
    Technical Support: Email this Business
    Customer Service: Email this Business
    Social Media

    Additional Information

    Other Resources
    Michigan Department of Insurance & Financial Services (DIFS)
    530 W Allegan Street, 7th Floor
    Lansing MI 48933
    Phone Number: 877-999-6442
    https://www.michigan.gov/difs/about/contact-info
    [email protected]
    Business Categories
    Insurance Services Office, Financial Services, Financial Planning Consultants, Life Insurance, Insurance Agency, Retirement Planning Services, Financial Consultants, Long Term Care Insurance, Financial Planning Kits

    Latest Reviews

    • John P

      "I was able to get REMOVEDand protect my retirment with Modern District. Now I can enjoy northern REMOVEDwith my wife."

    • David B

      "These people are the best at manipulating you, I had ask specifically for a two-year annuity which they were hard pressed to sell me a ten-year annuity. After it was all said and done I found out later that they indeed locked me into a ten-year annuity and now I need to pay a surrender fee and lose money that I previously invested." ... Read full review

    View all Reviews

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