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M&I Bank
1013 S 8th St [
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Manitowoc, WI 54220
Ph: 920-683-6710
Fax: 920-683-5744
susan.novak@mibank.com
http://www.mibank.com
Heartland Credit Union
Heartland Credit Union is based in Madison, Wisconsin and serves Southwestern Wisconsin and Eastern Iowa. We're a full-service financial cooperative owned by our members. We specialize in agriculture and small business loans.
5325 High Crossing Blvd [
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Madison, WI 53718
Ph: 1-800-362-3944 ext.
rmarohn@heartlandcu.org
http://www.heartlandcu.org
M&I Marshall & Ilsley bank
M&I Community Education offers a series of financial education seminars to the public free of charge. These seminars are organized and instructed by experienced bankers in the field. Individuals and community organizations interested in particpating in or delivering financial education to their clients and stakeholders are welcome to contact M&I for more information.
770 N Water [
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NW9
Milwaukee, WI 53202
Ph: 414-765-7712
Fax: 414-765-7514
ammar.askari@micorp.com
http://www.mibank.com
Landmark Credit Union
Landmark Credit Union has 11 Milwaukee metro locations and offers banking services but is not a bank. Landmark is a not-for-profit cooperative – owned by its members. So instead of being in business to make money for stockholders, Landmark’s only purpose is to help members reach their financial goals.
Landmark serves members in several ways other financial institutions do not. They provide educational opportunities, such as free seminars. Landmark offers educational resources on their Web site, landmarkCU.com. Their Anytime Advisor interactive coaches cover subjects like Identity Theft, Car Buying, Home Buying, Checking Accounts, Credit Management, and Couples & Money. All but the last topic are available in Spanish.
You’re worth more here.
2775 S. Moorland Rd. [
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New Berlin, WI 53151
Ph: 262-796-4500
Fax: 262-796-5180
pr@emaillcu.com
http://www.landmarkCU.com
Summit Credit Union
4800 American Parkway [
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Madison, WI 53718
Ph: 608-243-5000
aaron.richardson@summitcreditunion.com
Prospera Credit Union
4830 N. Ballard Rd. [
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Appleton, WI 54913
Ph: 920-882-4800
jeff.hannemann@myprospera.com
http://www.myprospera.com
ALLCO Credit Union
ALLCO Credit Union is a not-for-profit financial organization, established 1934, owned by its members and operated by a professional staff under the guidance of a member-elected board of directors. Since we are not-for-profit, we offer significant advantages in terms of products, fees, services and rates. ALLCO offers a variety of financial services with member friendly terms and rates, we make personal loans to enchance our members' well-being and long-term financial future. We are a state-chartered credit union, membership available to those who work or live in Milwaukee, Ozaukee, Washington, or Waukesha Counties. Our accounts are insured by the NCUA. Also located at 6512 W Greenfield Avenue in West Allis. (414) 256-7880
2190 Wisconsin Avenue [
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Grafton, WI 53024
Ph: 262-375-9599
Fax: 775-743-8787
debbie@allcocu.com
http://www.allcocu.com
WI Department of Financial Institutions
The Department of Financial Institutions' Office of Consumer Affairs provides free presentations on the topic of credit. Presentations include discussions on credit reports, credit scoring, auto leases, identity theft, loans, credit cards, marital property laws, interest calculations, credit insurance, payday loans, rent-to-own transactions and scams. We can provide presentations in-person or by videoconferencing.
345 W. Washington Ave [
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Madison, WI 53703
Ph: 608-267-3518
Fax: 608-264-7968
paul.egide@dfi.state.wi.us
http://www.wdfi.org
Great Wisconsin Credit Union
Great Wisconsin Credit Union is a full-service cooperative financial institution with branches in the Madison and Portage area.
2424 Rimrock Road [
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Madison, WI 53713
Ph: 608-244-2400
amyc@greatwisconsincu.org
http://www.greatwisconsincu.org
Wells Fargo Bank
Wells Fargo & Company is a diversified financial services company with $500 billion in assets, providing banking, insurance, investments, mortgage and consumer finance to more than 23 million customers from more than 6,200 stores and the internet (wellsfargo.com) across North America and elsewhere internationally. Wells Fargo Bank, N.A. is the highest credit-rated bank in the U.S., receiving an “Aaa” by Moody’s Investors Service – its top credit rating – and “AA+” by Standard & Poor’s Ratings Services.
100 East Wisconsin Avenue, Ste 1200 [
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Milwaukee, Wisconsin 53202
Ph: 414.224.3786
jeff.l.gauvin@wellsfargo.com
http://www.wellsfargo.com
Indianhead Credit Union
Indianhead Credit Union is a member-owned, not for profit financial cooperative. Our field of membership includes any one who works or lives in Washburn, Burnett and Northern Polk Counties. As part of our commitment to our members we offer a range of affordable products and services to meet their financial needs. Our goals include providing consumer education and teaching financial thrift. We have offices in Spooner, WI and Grantsburg, WI.
P O Box 100 [
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104 E Maple St
Spooner, WI 54801-0100
Ph: 715-635-8273
Fax: 715-635-8273
k.berndt@indianheadcu.org
http://www.indianheadcu.org
Household
PO Box 234 [
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Spring Valley, WI 54767
Ph: 715-778-4666
conniek1961@svtel.net
WESTconsin Credit Union
WESTconsin Credit Union is a member owned, financial institution that currently serves over 60,000 members throughout western Wisconsin and eastern Minnesota. Our focus is on the financial success of our members - through exceptional products/services and financial education efforts offered throughout all of our office areas. Visit our website at
www.westconsincu.org to find out how we can help you gain the tools to work towards your financial success.
3333 Schneider Avenue [
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Menomonie, Wisconsin 54751
Ph: 715-235-3404
lausman@westconsincu.org
http://www.westconsincu.org
Center on Business and Poverty
The Center on Business and Poverty, associated with UW-Madison, is a program designed to help business leaders help their employees. The Center encourages and facilitates businesses in providing tax preparation, financial planning, and banking services to their employees. All work is completed at the job site and is offered at little to no cost to a company. Furthermore, the employees' gains are significant; the average employee gains $520 in services and tax refunds. If you are an interested business please contact us right away. For more information visit: www.copab.org.
510 Charmany Drive [
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Box 178
Madison, Wisconsin 53719
Ph: 608-345-5111
hoffmire@wisc.edu
http://www.cobap.org
KUSD
8330 82nd Street #103 [
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Pleasant Prairie, WI 53158
Ph: 920-973-1844
kfencl@kusd.edu
Dane County Credit Union
It pays to use a credit union! Credit unions are unique financial businesses because profits are returned to the members they serve. That's the reason Dane County Credit Union is able to offer more competitive rates on savings and loans, and lower fees.
Everyone living or working in Dane County is welcome to take advantage of our services. We have 2 convenient offices in the Madison area. Dane County Credit Union belongs to the credit union shared service center network which allows our members access to branches world-wide.
2160 Rimrock Road [
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709 Struck Street
Madison, WI 00000
Ph: 608-287-1816
Fax: 608-284-4700
comments@dccu.us
http://www.dccu.us
AM Community Credit Union
A M COMMUNITY CREDIT UNION
Is a member-owned, not-for-profit, financial cooperative established in 1933 that is committed to providing affordable financial products, services and resources to improve the economic lives of our members. Membership is open to anyone who lives or works in Kenosha or Racine, Wisconsin Counties.
6715 Green Bay Road [
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Kenosha, WI 53142
Ph: 262-697-3700
Fax: 262-697-3701
pjwynia@amccu.org
http://www.amccu.org
Junior Achievement of Wisconsin, Inc. Northwest District
Junior Achievement of Wisconsin, Inc. Northwest Wisconsin: Junior Achievement (JA) is the world's largest and fastest-growing organization dedicated to educating young people about business, economics, and free enterprise. JA programs begin at the elemenary school level continuing through high school, teaching children how they can impact the world around them as individuals, workers, and consumers. With the help of almost 900 volunteers, Junior Achievement of Wisconsin, Inc. Northwest District serves more than 21,000 students throughout Northwest Wisconsin. http://wisconsin.ja.org
505 Dewey Street South [
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Suite 204, Box 10
Eau Claire, WI 54701
Ph: 715-835-5566
Fax: 715-831-0274
barnold@jawis.org
http://wisconsin.ja.org
Bank of Kenosha
Bank of Kenosha was formed in 2000 by a local group of business professionals to provide community banking services to the Kenosha market. Its strategy has been to combine the hometown bank atmosphere with modern high level products and services. Bank of Kenosha has continued to increase its market share and has expanded to three branches to serve its customers with greater accessibility and convenience. Our experienced bankers offer a diverse array of products through a responsive, professional, and flexible personal relationship. The Bank continues to grow its commercial, residential mortgage and consumer banking areas by offering competitive and innovative products. Please contact us to see what we can do for you.
5117 Green Bay Road [
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Kenosha , WI 53144
Ph: 262-657-2265
GHutchins@BankofKenosha.com
http://www.BANKOFKENOSHA.COM
Edward Jones
If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between an investment representative and you.
I would be happy to develop a strategy to help you achieve your financial goals. Please contact me today.
841 Riverfront Drive [
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Sheboygan, WI 53081
Ph: 920-208-2287
Thomas.Solle@edwardjones.com
Tomorrow River School District
High school teacher teaching a Consumer Management class to upper classmen.
357 N. Main Street [
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Amherst , WI 54406
Ph: 715-824-5522 ext. 31
lflugaur@amherst.k12.wi.us
SUTTLE-STRAUS,INC.
Suttle-Straus is a printing, distribution business with 208 employees. We would like to offer our employees free classes in financial help. Many come to me with financial difficulties of varying sorts. We would like to offer them some help.
1000 UNIEK DR [
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PO BOX 370
WAUNAKEE, WI 53597
Ph: 608-849-1000
Fax: 608-849-9017
lana.goepfert@suttle-straus.com
http://www.suttle-straus.com
FamilyMeans Consumer Credit Counseling Service
FamilyMeans Consumer Credit Counseling Service (CCCS) provides tools and education so families can regain financial stability and reduce unmanageable debt. We provide budget and credit counseling tailored to fit your needs, consumer education, a Debt Management Program, and bankruptcy counseling and education. We have offices located in western Wisconsin, throughout the Twin Cities metro area, and in southern Minnesota.
FamilyMeans Consumer Credit Counseling Service (CCCS) is licensed in Wisconsin and Minnesota to do debt counseling. All counselors are Certified Consumer Credit Counselors.
1875 Northwestern Avenue South [
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Stillwater, MN 55082-4805
Ph: 651-789-4014
cccs@familymeans.org
http://www.familymeans.org
Community Bank & Trust
Community Bank & Trust has 11 branch locations throughout Sheboygan, Milwaukee, Calumet and Outagamie Counties and assets of more than $530 million.
Recognized as a leader in Small Business Administration (SBA) lending in Wisconsin, the Bank offers competitive lending, deposit, trust and investment services, delivered with the personalized touch of an independently owned and operated community bank.
The mission statement of Community Bank & Trust is "to meet or exceed our customers' expectations."
Stop in and experience award-winning customer service!
604 N. 8th Street [
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Sheboygan , WI 53081
Ph: 920-459-4444
caseyl@communitybankandtrust.com
www.communitybankandtrust.com
Unison Credit Union
Unison Credit Union has branches in Kaukauna, Little Chute, and Wrightstown. We are able to assist invidiuals with share accounts, mortages, vehicle loans, personal loans, IRA's, checking, and various other financial services.
1616 Crooks Avenue [
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Kaukauna, WI 54115
Ph: 920-766-6000
npriestaf@unisoncu.org
www.unisoncu.org
Make A Difference - Wisconsin, Inc.
Make A Difference - Wisconsin, Inc. (MAD-WI) is a non-profit organization whose
mission is to empower students to make sound financial decisions by increasing their financial knowledge and awareness. MAD-WI engages volunteers from the local business and professional community to deliver the financial literacy program in a classroom setting.
Studies show that America's teens graduate from high school without solid financial management skills. The lure of credit card offers and check-cashing stores, combined with a lack of money management education, sets many up for financial crises that can last a lifetime. We want to change that.
The program consists of three seminars focused on budgeting and saving, understanding checking accounts, and understanding credit cards, credit history/scores, and credit reports. The program is typically delivered over the course of six visits to the classroom. Our 2008/2009 target is 11th and 12th graders in Milwaukee-area schools.
710 N. Plankinton Ave., Suite 310 [
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Milwaukee, WI 53203
Ph: 414-273-8101
Fax: 414-273-8095
brenda@makeadifferencewisconsin.org
www.makeadifferencewisconsin.org
Common Wealth Development
Common Wealth Development is a community development corporation in Madison with the mission to “continue to build and sustain a vibrant, diverse, engaged, inclusive and safe community.” We offer a host of youth programs with the overall goal of increasing the opportunities available to economically disadvantaged youth by providing them with employment and financial education, job placements, mentoring, and youth individual development accounts. We offer three distinct financial literacy programs to help 130 teens take steps toward brighter and healthier financial futures each year.
1501 Williamson Street [
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Madison, Wisconsin 53703
Ph: 608-256-3527
tariq@cwd.org
www.cwd.org
AppleTree Credit Union
AppleTree Credit Union was organized in 1935 and has grown to offer a variety of savings and loan choices to meet your needs. Anyone who lives or works in the Wisconsin counties of Milwaukee or Waukesha is eligible to join AppleTree Credit Union and take advantage of our exceptional service and outstanding rates. At events leading up to Money Week and during Money Week itself we will be promoting "Thrive by 5", teaching preschoolers about money and money management.
11333 W. Greenfield Ave. [
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West Allis, WI 53214
Ph: 414-546-7800
Fax: 414-546-7815
dbushner@appletree.org
www.appletree.org
Consumer Action
P.O. Box 1311 [
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Madison, WI 53701
Ph: 608-217-7386
sol.carbonell@consumer-action.org
www.consumer-action.org
Northwestern Mutual Financial Network
15885 West National Avenue, Suite 100 [
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New Berlin, WI 53151
Ph: 262-786-5433, ext 22
Fax: 262-782-3633
debra.mikulski@nmfn.com
www.nmfn.com/debramikulski
Wisconsin Women's Business Initiative Corporation
The Wisconsin Women's Business Initiative Corporation (WWBIC) is a nonprofit, statewide economic development corporation with an emphasis on low-wealth individuals, women and people of color.
Our Services Include:
-Direct loans and access to other capital
-One on one, individualized Business Assistance
-Quality Business Education
-Financial Awarenedd education programming and Individual Development Accounts
2745 Martin Luther King Jr. Dr. [
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Milwaukee, WI 53212
Ph: 414-263-5450
anthony.harris@wwbic.com
www.wwbic.com
Edward Jones
At Edward Jones, we believe in doing business face to face. We want to get to know your unique financial objectives so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or just acquire extra income to meet monthly expenses, you can expect personalized service and information on investing in quality investments for the long-term. Contact me today to discuss your financial goals.
1732 Fordem Avenue [
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(in Camelot Square)
Madison, WI 53704
Ph: 608-244-8793
Fax: 888-223-6674
audra.schrader@edwardjones.com
http://www.edwardjones.com/en_US/fa/index.html&CIRN=507104
Polaris Wealth Management & North Milwaukee State Bank
Polaris Wealth Management is a branch partner with North Milwaukee State Bank. Our mission is to educate the community on the advantages of financial planning and provide solutions to individuals, families and small business owners. We offer community workshops and seminars geared toward banking, insurance, home ownership and investments.
We are conveniently located at 5630 W Fond Du Lac Avenue 2nd Floor, Milwaukee, WI 53216. For more information please call, 414-466-2344 ext. 147.
5630 W Fond Du Lac Avenue [
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Milwaukee, WI 53216
Ph: 414-466-2344 Extenti
Fax: 414-466-6248
snash@polarisadvice.com
www.nmsbank.com
Discover College
The mission of Discover College is to educate your family about the complex college process. We want your student to go to the best school for them and graduate with the least amount of loans and out-of-pocket expense as possible. We work to help families understand the college process, master the complicated financial aid system, and calculate their expected family contribution.
We are not a student loan company. We do not represent any specific university or group of universities. We work solely on behalf of the student and their parents to get the best results.
P.O. Box 46130 [
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Madison, WI 53744
Ph: (608) 828-4336
info@discovercollege.org
www.DiscoverCollege.org
Community Bank & Trust
604 N. 8th Street [
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Sheboygan, WI 53081
Ph: 920-459-4444
marcias@communitybankandtrust.com
Summit Credit Union
4800 American Parkway [
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Madison , WI 53718
Ph: 608-243-5000
amy.crowe@summitcreditunion.com
www.summitcreditunion.com
Summit Credit Union
Summit Credit Union is a not-for-profit cooperative financial institution based in Madison, WI.
4800 American Parkway [
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Madison, WI 53718
Ph: 608-243-5000
amy.crowe@summitcreditunion.com
www.summitcreditunion.com
AnchorBank
AnchorBank is a full-service bank with a wide variety of products and services to meet all your financial needs. Today, AnchorBank is one of the largest financial institutions in the state, proudly serving more than 170,000 households and businesses in 62 Wisconsin communities.
25 W. Main St. [
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Madison, Wisconsin 53703
Ph: 608-252-8862
lfrye@anchorbank.com
www.anchorbank.com
GreenPath Debt Solutions
GreenPath Debt Solutions is a nationwide, non-profit financial organization that assists consumers with credit card debt, housing debt and bankruptcy concerns. Our customized services and attainable solutions have been helping people achieve their financial goals since 1961.
Our compassionate, professional credit counselors are committed to helping you solve your financial problems and achieve your financial goals. Through debt counseling, debt management and financial education, we work with you to explore options and help you select the debt relief strategy that’s best for you.
Headquartered in Farmington Hills, MI, GreenPath operates 42 full-time branch offices in Michigan, New York, Wisconsin, Illinois, Indiana, Florida and Arizona. We also deliver licensed services throughout the United States over the Internet and telephone. GreenPath is a member of the National Foundation for Credit Counseling (NFCC). Our professional counselors are certified by the NFCC, and we are accredited by the Council on Accreditation (COA).
Our core purpose:
Through financial knowledge and expertise, we enable people to enjoy a better quality of life.
802 W. Broadway #202 [
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Madison, WI 53713
Ph: 608-576-8658
ebernards@greenpath.com
greenpath.com
