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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
Bureau of Consumer Protection
The Wisconsin Bureau of Consumer Protection is a State agency that enforces more than 50 consumer laws:
Identity Theft, Office of Privacy Protection, No-Call List, Business Opportunity Fraud, Landlord/Tenant, Home Improvement, Auto Repair, Telecommunications and Cell Phones, Investment Schemes, Deceptive Advertising, Fraud, Scams.
Learn about the "Top Ten" consumer issues and how to avoid becoming a victim. Learn how to be a critical consumer. Know your rights before you shop. Speakers available statewide. Spanish speaking presenters also available.
2811 Agriculture Drive [
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Madison, WI 53708
Ph: 608-224-4920
jim.rabbitt@datcp.state.wi.us
http//www.datcp.state.wi.us
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
Office of the Commissioner of Insurance
The Office of the Commissioner of Insurance (OCI) publishes approximately 58 separate brochures, buyer's guides and other consumer education materials which are available for distribution. Several publications are available in English and Spanish. OCI is a source of unbiased information about insurance products and insurance agents and companies. Visit our Web site to learn more about OCI and to view a complete list of our consumer publications.
125 South Webster Street [
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P.O. Box 7873
Madison, WI 53707-7873
Ph: 608-267-5027
Fax: 608-266-9935
jean.terry@wisconsin.gov
oci.wi.gov
Bureau of Consumer Protection
The Wisconsin Bureau of Consumer Protection is a State agency that enforces more than 50 consumer laws:
Identity Theft, Office of Privacy Protection, No-Call List, Business Opportunity Fraud, Landlord / Tenant, Home Improvement, Auto Repair, Telecommunications, and Cell Phones, Investment Schemes, Deceptive Advertising, Fraud, Scams.
Learn about the "Top Ten" Consumer Issues and how to avoid becoming a victim. Learn how to be a critical consumer. Know your rights before you shop. Speakers available statewide. Spanish speaking presenters also available.
10930 W. Potter Rd, Suite C [
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Milwaukee, WI 53266
Ph: 414-266-1232
Fax: 414-266-1235
Elmer.Prenzlow@datcp.state.wi.us
http://datcp.state.wi.us/core/consumerprotection/consumerprotection.jsp
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
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
Annex Wealth Management, LLC
Annex Wealth Management, LLC serves the financial and investment needs of families, individuals and companies. We know that your financial well-being is a part of your life, not apart from it. We look beyond your financial statement to understand the complexities and decisions you face in your family and your business. We help you develop a comprehensive wealth strategy that will not only evolve over the course of your life, but also provide for your legacy. We set ourselves apart from others in the industry by providing independent comprehensive financial planning, retirement services, money management and estate planning under one roof. All of these elements are critical to achieving a family's financial objectives, and coordinating them through one company in one place, enhances goal achievement.
18650 W. Corporate Dr. [
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Brookfield, Wisconsin 53045
Ph: 262-786-6363
Fax: 262-792-8930
info@annexadvisors.com
http://www.annexadvisors.com
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
KNUCKLEHEADZ, LLC
Knuckleheadz is a full service barber shop. We have 7 full time barbers that sirvice our community Tuesday-Saturday, 7am until 5:30pm.
p.o. box 080186 [
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Milwaukee, Wi 53208
Ph: 414-531-5190
mknuckles30@yahoo.com
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
Aegis Wealth Advisors LLC
Aegis Wealth Advisors LLC(AWA) is a Registered Investment Advisory firm based in Delafield, WI. AWA is registered with and regulated by the Wisconsin Department of Financial Institutions, adhering to strict standards of fiduciary responsibility.
In Greek mythology, Aegis was the shield Zeus would lend to heroes for protection, such as the goddess Athena. Our identity is anchored in the symbols of the Ancient Greeks, and is supported by the same fundamental concepts which represent their towering achievements. Our mission, like the shield of yore, is to provide our clients guidance to help them optimize, preserve and protect their legacy assets.
Our Managing Partner and founder, Timothy M. Stasinoulias has over 16 years of experience in the financial and estate planning industry. He is a Registered Financial Consultant(RFC) since 1995 and a Certified Senior Advisor(CSA). Also, he earned the advanced studies designation of Certified Wealthcare Analyst(CWA) in March of 2006.
The focus of the firm is "Wealthcare", life relative advising for the individual investor. It's you-driven not market-driven. We specialize in "fee-only" investment management. Our customized ETF portfolios, low fees, pressure-free services, and frequent communication has led to a high level of client satisfaction.
TD AMERITRADE Institutional provides comprehensive discount brokerage and custody services to Aegis Wealth Advisors with no conflicts of interest.
375 Williamstowne [
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Delafield, WI 53018
Ph: 262-646-5450
advisordirect@solve360.com
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
None - retired from paper industry
Retired from International Paper (year 2000).
Career steps:
R&D chemist
Chemistry prof (Peace Corps in Chile)
Quality Control
Market development
Strategic business planning
Market management
Overseas sales
Currently retired; occupied with volunteer work & managing a tree farm.
Volunteer work includes mock interviews (Common Wealth Development), bilingual dentist appointments (Give your Kid a Smile), crewing MSCS pontoon boat trips, SPRITE, and reading aloud.
Fluent Spanish, some Portuguese & German.
3827 Monona Drive [
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Apt. 45
Madison, WI 53714-2848
Ph: 608-216-0352
Fax: None
vonsarg@aol.com
Primerica Financial Services
3051 Progress Way, Suite 204 [
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Kaukauna, WI 54130
Ph: 920-968-8732
Fax: 877-649-5301
charley@charleynelson.com
http://www.charleynelson.com
The Badger Planning Group
The Badger Planning Group is comprised of individuals and agencies dedicated towards helping folks just like you in Wisconsin.
Each of our advisers specialize in a specific area, thereby offering you the basis of their expertise.
Whether the be in Insurance, Retirement Planning Advice,Mortgages or anything else related to your finances, we can help you.
Visit our website to learn more.
We are proud to be a member of Money Smart Wisconsin!
125 N. Grove St. [
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Reedsburg, WI 53959
Ph: 877-524-1957
Fax: 608-299-3739
ackerman.nate@gmail.com
www.Badger-Quotes.com
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
Wisconsin Institute of CPAs
The Wisconsin Institute of Certified Public Accountants (WICPA) offers access to the largest and most active group of CPAs in Wisconsin. CPAs work in every economic sector and for every type of organization. The WICPA promotes financial literacy by having its members speak to high school students and by providing volunteers for high school financial literacy events called Reality Stores. The WICPA also supports the national financial literacy campaign, Feed the Pig (
www.feedthepig.org), created by the American Institute of CPAs (AICPA) and Ad Council.
235 N. Executive Dr. Ste. 200 [
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Brookfield, WI 53005
Ph: 262-785-0445
Fax: 262-785-0838
mary@wicpa.org
www.wicpa.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
New England Financial
At New England Financial, our mission is to help build financial freedom for our clients. We have the financial products and expertise to protect against the major risks you'll face in life, while helping you grow the assets you need to achieve a financially secure future.
For more than 171 years- through market booms and busts, through times of war and peace- New England Financial has helped clients plan for and navigate life's financial complexities to achieve their goals.... to reach their dreams.
We have the strategies, resources and experience to help you, your family or business "stay the course" to financial freedom.
New England Financial is a Metlife Company. For the "if" in life.
W8905 Ripley Road [
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Cambridge, Wisconsin 53523
Ph: 608-423-2142
Fax: 608-423-2142
jspindler@minneapolis.nef.com
www.nef.com
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
Matt Wegner Coaching
We provide sound advice on all personal financial matters, as well as career coaching and leadership training. We don't sell any investments or insurance, so our advice is always in the best interest of our clients, not our wallets. We specialize in teaching our clients to become debt free and stay debt free while building wealth. We also help our clients find the career path that unlocks their inner potential and sets them up for success for the rest of their lives.
2808 Kohler Memorial Drive [
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Sheboygan, WI 53081
Ph: 920-331-0941
info@mattwegnercoaching.com
www.mattwegnercoaching.com
Innovative Solutions for business LLC
Innovative Solutions provides Business, Accounting, and Technology services to small and medium sized businesses. Your business success is our goal.
We provide management insights for growth, business plans, and strategies. We believe that knowing what you want to achieve for your new or existing business and planning for successful results are the keys to a successful business.
A number of workshops and presentations are held throughout the year for business Entrepreneurs and owners.
1210 S 10th St [
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Sheboygan, WI 53081
Ph: 920-457-8007
info@intosolutions.com
www.intosolutions.com
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
Investors Community Bank
Investors Community Bank is The Entrepreneurs' Bank.
860 N. Rapids Rd [
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PO Box 700
Manitowoc, Wisconsin 54221-0700
Ph: (920) 686-5656
Fax: (920) 686-5688
rkauth@investorscommunitybank.com
www.investorscommunitybank.com
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
H&R Block
H&R Block offers a variety of informational programs lead by our top tax professionals. If you would be interested in joining one of these programs or hosting a program please contact Rebecca Schaefer.
Thank you
3701 Durand Ave [
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Racine, WI 53405
Ph: 262-554-5789
Fax: 262-554-5793
rebecca.schaefer@tax.hrblock.com
www.hrblock.com
River Valley Coaching
Are you feeling stuck, frustrated or overwhelmed with where you are financially? Is money a constant place of stress in your marriage and home? Maybe you are doing ok, but you want to do better and learn new strategies and achieve greater goals with your money or business.
Success does not happen by chance and anything worth doing is worth doing well.
At River Valley Coaching we believe in working to help people create and meet their financial goals. If you continue to do what you have been doing, you will continue to get the results you have been getting. Are you happy with the results?
Are you ready to replace what you have been doing with empowering habits, better communication and a game plan that works?
Coaching helps you take dreams and put them into attainable and motivating goals coupled with accountability until life changing actions have become habits. A marathon begins with the first step and we are here to help you take one successful step after another. We cannot do it for you, but we can walk alongside you and help you create a plan for success.
1791 140th Avenue [
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St. Croix Falls, WI 54024
Ph: 715-483-9037
kirk@interactive123.com
www.rivervalleycoaching.com
H&R Block
Our mission at H&R Block is to help our clients achieve their financial objectives by serving as their tax and financial partner. Our vision is to be the world's leading provider of financial services through tax and accounting-based advisory relationships.
4360 S. 76th Street [
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Greenfield, Wisconsin 53220
Ph: 414-541-8762
Fax: 414-541-8763
carolyn.selimi@tax.hrblock.com
www.hrblock.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
Country Financial
7780 Elmwood Ave Suite 120 [
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Middleton, Wisconsin 53562
Ph: 608-831-4748
Fax: 608-831-4775
tammy.gunderson@countryfinancial.com
www.countryfinancial.com/tammy.gunderson
Summit Credit Union
4800 American Parkway [
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Madison , WI 53718
Ph: 608-243-5000
amy.crowe@summitcreditunion.com
www.summitcreditunion.com
Valley Bookkeeping Service
Consumer Education and Resource Center, Individual Budgeting, Entrepreneur Guidance. We also provide Income Tax Services, Payroll Services and Small Business Bookkeeping.
601 US Hwy 12 W, PO Box 217 [
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Knapp, Wisconsin 54749
Ph: 715-665-2829
ddnelson_vbs@hotmail.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
Destination Faith
Destination Faith teaches fun and meaningful lessons to equip adults and youth to grow and succeed in life. Destination Faith teaches that in order to be financially empowered in your personal and or business life it takes a vision, a lot of determination and willingness to learn. We believe in leadership, family and community education.
3771 County Road P [
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Oxford, WI 53952
Ph: 608-299-1418
Fax: 608-566-5400
faithvisionsdreams@gmail.com
www.DestinationFaith.com
Via Compass
Via Compass was formed driven by the passion to address the compelling need for financial education and investor protection. Recently retired, the last nine years of my 30 year professional career were devoted to service in the insurance and financial services industry providing me with a deep insight on the lack of financial literacy, personal financial discipline and responsibility in the community
The mission of Via Compass is to help everyone to make informed financial decisions through education, professional direction and support. Via Compass points the way to those needing direction towards a secure financial future by identifying goals and needs, setting priorities and educating people on their choices of product solutions.
320 Bellin Street [
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Neenah, WI 54956
Ph: 920-540-6518
maria@viacompass.com
www.viacompass.com
