Jacob Campbell, Modern Woodmen of America

Jacob Campbell, Modern Woodmen of America I help individuals, businesses, and families plan for a secure financial future. We secure futures with financial guidance and products.

As a Modern Woodmen representative, I use my knowledge of financial products and needs to help my members and the Southern California 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. 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: (714) 325-7355
[email protected]
Visit my webpage: https://reps.modernwoodmen.org/jcampbell/

Learn more about how we operate on social media at https://www.modernwoodmen.org/smterms/

09/07/2026

When was the last time you reviewed your life insurance coverage? Let's talk.
08/26/2026

When was the last time you reviewed your life insurance coverage? Let's talk.

Back-to-school budgeting changes with every grade. · Elementary: Shop sales and reuse supplies when you can. · Middle sc...
08/19/2026

Back-to-school budgeting changes with every grade.
· Elementary: Shop sales and reuse supplies when you can.
· Middle school: Plan for sports, clubs and extracurricular costs.
· High school: Budget for activities, technology and driving expenses.
· College: Track spending on books, housing, food and transportation.

What's your best back-to-school money-saving tip? Share below!

It's never too early to plan for your future. Even small retirement contributions today can make a big difference over t...
08/12/2026

It's never too early to plan for your future. Even small retirement contributions today can make a big difference over time.

Just like watermelon can give you a refreshing boost on a hot summer day, I can help keep your financial planning fresh ...
08/05/2026

Just like watermelon can give you a refreshing boost on a hot summer day, I can help keep your financial planning fresh and on track all year long.

When was the last time you gave your financial plan a refresh? Contact me today.

Is your child heading back to school next month? Let’s connect to review your mid-year financial plan.Back-to-school sea...
07/29/2026

Is your child heading back to school next month? Let’s connect to review your mid-year financial plan.

Back-to-school season can bring unexpected costs – from activities and sports to travel and supplies. Taking time now to adjust your budget and accounts can help keep everything on track.

Is a new family member on the way? Now’s the perfect time to review your financial plan.Welcoming a baby can impact ever...
07/22/2026

Is a new family member on the way? Now’s the perfect time to review your financial plan.

Welcoming a baby can impact everything from life insurance coverage to beneficiary designations to retirement contributions.

Small updates today can help build a stronger future for your family.

Schedule a review with me today!

You’ve probably heard it before: build an emergency budget. But why does it matter?Think of it as your rainy day fund – ...
07/15/2026

You’ve probably heard it before: build an emergency budget. But why does it matter?

Think of it as your rainy day fund – the cushion you fall back on when life doesn’t go as planned.

A good rule of thumb? Save enough to cover 3–6 months of essential living expenses to help when surprises happen.

What’s the last thing your emergency budget helped cover? Share below!

Do long summer days have you dreaming of retirement?Whether it’s beach mornings or mountain views, your future lifestyle...
07/08/2026

Do long summer days have you dreaming of retirement?

Whether it’s beach mornings or mountain views, your future lifestyle starts with a solid plan today. Let’s review your savings and make sure you’re on the right track.

Where would you love to retire? Tell me below!

Address

3350 E Shelby Street, Suite 330
Ontario, CA
91764

Opening Hours

Monday 8:30am - 6pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 6pm
Thursday 8:30am - 6pm
Friday 8:30am - 4pm

Telephone

+17143257355

Website

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