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Basic Personal Finance stuff
345 W Wash [
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Madison, WI 53708
Ph: 267.1716
ediedr01@saintmarys.edu
Precision Information, LLC
Precision Information publishes the Educated Investor family of products. Our goal is to help educate and empower the individuals and organizations we serve by providing unbiased interactive financial education materials in English and Spanish. To learn more about our organization please visit our website at
www.educatedinvestor.com
702 N Blackhawk Ave #205 [
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Madison, WI 53705
Ph: 608-243-1282
Fax: 775-796-1015
joesaari@educatedinvestor.com
http://www.educatedinvestor.com
AIG Financial Advisors
980 Maritime Dr Ste 3 [
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Manitowoc, Wi 54220
Ph: 920-686-1100
skreuser@aigfinancialadivsor.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
Financial Planning Association of Southern Wisconsin
PLANNERSEARCH
PlannerSearch is a consumer service created by the Financial Planning Association to assist members of the public in finding a CERTIFIED FINANCIAL PLANNER professional who helps clients meet their financial needs and goals. FPA believes that everyone needs objective advice to make smart financial decisions, and that when seeking the advice of a financial planner, the planner should be a CFP professional.
6949 North 100th Street [
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Milwaukee , WI 53224
Ph: 414-358-9260
karenhendrickson@bizwi.rr.com
http://www.fpanet.org
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
Horlick High School
The Racine Horlick High School Independent Living Classes Taught by Janice Felthous, CFCS, Family and Consumer Education teacher, teaches the basics in High School Financial planning, using a variety of up to date resources.
2119 Rapids Drive [
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Racine, WI 53003
Ph: 262-619-4377
jfelthous@wi.rr.com
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
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
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
Wisconsin Educational Institute LLC
Our specialty is Wealth Management involving mortgages and retirement strategies to put people in control of their retirement.
Many tools can be utilized for tax-free retirement strategies. Our job is to educate on how to avoid common financial mistakes.
We educate on the importance of properly managing debt, and how to use that debt to increase savings in a way that will make a long-term difference for the future.
We provide Webinars as well as monthly educational email publications. Our monthly publications provide education on the importance of the credit score, the home buying process, and the market today.
We would like to know what you are doing to reach your retirement goals. Is there a way we can support you? What is it like to look into your future? Are you safe and secure in your tomorrows? We would like to assist the members of the community in reaching their financial goals thus supporting them in creating more abundance.
106 State Road 164 [
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Colgate, WI 53017
Ph: 262-224-2066
info@wi-education.com
http://www.wi-education.com
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
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
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
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
The Horace Mann Companies
6138 Sandstone Drive [
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Madison, WI 53719
Ph: 608-663-8012
Fax: 608-441-9819
cravenj1@notes.horacemann.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
American Family Insurance
For more than 75 years, we've made it our business to take care of you by providing the products you need and the excellent service you expect. By offering a broad range of reliable insurance and financial products, American Family Insurance doesn't just insure; we ensure peace of mind.
890 Elm Grove Rd #205 [
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Elm Grove, WI 53122
Ph: 2627859760
plescren@amfam.com
http://www.amfam.com
Equity Design Group
Craig is a Certified Financial Planner(R) with Ohio National Life
2050 Riverside Drive [
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Green Bay, WI 54301
Ph: 920-569-8363
Fax: 920-569-1898
csiminski@equitydesigngroup.com
National Mutual Benefit & Packerland Brokerage Services, Inc.
Rick Wentz, FICF, is a District Representative with National Mutual Benefit, Madison Wisconsin, and a Registered Representative (#378) of Packerland Brokerage Services, Inc., member NASD and SIPC. He is a Fraternal Insurance Counselor Fellow (FICF), receiving numerous quality service awards.
Rick was born and raised in Sheboygan, WI, and resides there with his wife, Julie and daughter, Sarah. His local Branch office is located at 928 Sommer Drive, Sheboygan, WI 53081-7886, and he can be contacted by phone at (920) 457-1575, or by email using
rickwentz@charter.net.
Rick serves numerous clients in the Lakeshore area, and throughout Wisconsin. Rick takes great pride in his personalized approach, providing full array of financial products and services to both families, and area businesses.
928 Sommer Drive [
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Sheboygan, WI 53081-7886
Ph: (920) 457-1575
Fax: (920) 452-1333
rickwentz@charter.net
CB Investment Services
CB Investment Services is located at Community Bank and Trust and offers a full range of investment opportunities including stocks, bonds,mutual funds, fixed and variable annuities,unit investment trusts,and life insurance as well as individual and employee sponsored retirement plans. Primevest Financial Services, Inc,is the registered broker-dealer for CB Investment Services.
604 N 8th Street [
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Sheboygan , WI 53081
Ph: 920459-4444 extensio
mary.ryan@primevest.com
www.communitybankandtrust.com
Edward Jones
585 E Glenbrook Dr [
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PO Box 260
Pulaski, Wi 54162
Ph: 920-822-3033
Fax: 877-865-6653
andy.sulskis@edwardjones.com
edwardsjones.com
AFLAC
What is Long-Term Care Insurance? The Pros and Cons of Chosing:
It's a way of paying for care that is expensive and not covered by Medicare or your Health Insurance.
It's Nest Egg protection.
It's Spouse standard of living protection.
It's dignity preservation.
It gives you and your Spouse Choices.
Wayne will present LTC information (both the Pros and Cons) that will enable people to make the right decisions earlier in life to save themselves, goverment entities, and society a lot of money and pain down the line.
104 S. Main Suite401 [
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Fond du Lac, WI 54935
Ph: 920 322 9401
Fax: 920 322 9404
wrisvold@charter.net
AFLAC.com
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
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
Thrivent Financial
As a Fortune 500 financial services organization, Thrivent Financial for Lutherans has a long history of helping people provide financial security for their families. Thrivent Financial and its affiliates offer a variety of products and services, including customized financial analysis, retirement analysis, life insurance protection, investments, banking and trust services.
708 Heartland Trail [
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Suite 2800
Madison, WI 53717
Ph: 608-831-3339
mark.ziety@thrivent.com
http://www.thrivent.com
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
Community Insurance Information Center
The Community Insurance Information Center (CIIC) provides consumers with free help and information with personal insurance of the following types: auto, home, renters, disability, small business and life insurance.
We are supported wholly by voluntary contributions from insurance companies doing business in the state of Wisconsin. We are not a sales office. We provide free help and information only.
We also provide special training classes to housing counselors and others in the helping professions. Regularly scheduled training takes place twice each year, in May and October.
700 W. Michigan Street [
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Suite 350
Milwaukee, WI 53233
Ph: 414-291-5360
anne.landre@insuranceinfo-ciic.org
http://insuranceinfo-ciic.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
MATC Adult & Continuing Education
MATC Adult & Continuing Education is committed to promoting and providing a variety of affordable non-credit courses at convenient times and locations throughout the greater Madison area and Dane county. Courses are offered at MATC campuses and facilities, public schools, senior centers, neighborhood centers, libraries, and churches. Typical course offerings include basic computer literacy, business and professional skills, global languages, retirement and financial planning, sewing and upholstery, photography, sign language, childcare certification and continuing education, and continuing education for insurance professionals. Some courses are also offered in Spanish or Chinese. For more information on current course offerings, please visit our website or phone 608-258-2301 to request a brochure.
211 N Carroll [
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Madison, WI 53717
Ph: 608-258-2492
kratliff@matcmadison.edu
matcmadison.edu/ace
MATC Adult & Continuing Education
MATC Adult & Continuing Education
211 N Carroll [
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Madison, WI 53717
Ph: 608-258-2309
ngasser@matcmadison.edu
matcmadison.edu/ace
Goebel Insurance & Financial Group
Goebel Insurance & Financial Group is an insurance and financial consulting firm located in FDL. The company offers fee based financial planning as well as advice on an array of insurance and financial products such as: auto, home, life, long term care, health, disability, IRA's, mutual funds, and annuities. They also offer Identity Theft protection and Data Security consulting thru a separate division called Safeguard Data Consulting. This division offers Identity Theft Employee Benefit plans that protects companies and their employees from Identity Theft. They also consult with companies on how to implement the necessary safeguards mandated by current privacy laws.
45 S Main St [
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Fond du Lac, WI 54935
Ph: 920-921-7526
larry@goebelins.com
www.gpglegal.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
2nd Helping Ministries
2nd Helping Ministries is dedicated to helping families successfully navigate through the myriad of personal finance issues. Whether your needs are as basic as creating a budget or as complex as advanced estate planning, we are here to help you succeed. Today, more than ever, it is crucial to have a written Personal Financial Plan to help guide you whenever an important financial decision needs to be made. We would be honored and blessed to help you.
723 58th St, Suite 300 [
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Kenosha, WI 53140
Ph: 262-605-3631
Fax: 262-605-3636
kault@att.net
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
Conceptual Financial Planning, Inc.
At Conceptual Financial Planning, we believe strongly that everyone needs to start somewhere, and that a strong financial plan starts with a strong foundation. Obtaining this strong foundation can involve navigating a minefield of investment advisors, product salespersons, insurance agents and others.
Do they have your best interests in mind.....or theirs? Will they be there for you with common sense advice in your time of need? Or are you only "worth it" when you buy something from them?
At CFPI, we are proud to be CERTIFIED FINANCIAL PLANNER practitioners, working at a fiduciary standard for you. We're proud to be financial educators in our community.
For common sense advice about your finances, talk to us at CFPI. Give us a call today to learn about our Financial Boot Camp (tm), an intensive yet fun look at your finances.
3962 N Richmond St. [
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Appleton, WI 54913
Ph: 920-731-9500
Fax: 920-731-9504
cnehring@cfpi-wis.com
www.cfpi-wis.com
Edward Jones
68 N Main Street [
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Fond du Lac, wi 54935
Ph: 920-923-0970
Fax: 888-862-0520
steve.millin@edwardjones.com
edwardjones.com
Edward Jones
At Edward Jones, we help individuals manage their money according to their specific needs. We recognize that everyone has a unique opinion and different goals in life, which is why we believe in building strong, long term relationships with our clients. Our philosophy of face-to-face meetings and high level of personal service has allowed us to become a leader in the financial services industry. Whatever your objectives are, we can help.
1800 E. Main Street [
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Waukesha, WI 53186
Ph: 262-650-8199
jason.sherry@edwardjones.com
http://www.edwardjones.com/en_US/fa/index.html&CIRN=518787
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
