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Office of Financial Literacy
DFI's Office of Financial Literacy promotes financial literacy among Wisconsin.
WI Department of Financial Institutions [
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345 W. Washington Ave. 5th Floor
Madison, WI 53708
Ph: (608)261-9540
david.mancl@dfi.state.wi.us
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
EconomicsWisconsin
EconomicsWisconsin is an educational non-profit, founded in 1963, focusing on financial education for K-12 Wisconsin students. Our mission is accomplished through eight University based Centers for Economic Education. Center Directors are responsible for offering programs, generally for teachers, in their geographic area. It is our belief that the most efficient and effective method of reaching students is through their teachers.
The Centers for Economic Education are located at: UW-Milwaukee, UW-Parkside, UW-Whitwater, Edgewood College-Madison, UW-River Falls, UW-Stevens Point, UW-Oshkosh, and Lakeland College-Plymouth.
7635 W. Bluemound Road [
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Suite 106
Milwaukee, WI 53213
Ph: 414-221-9400
jguenther@economicswisconsin.org
http://www.economicswisconsin.org
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
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
Wisconsin FCCLA
FCCLA: The Ultimate Leadership Experience is a dynamic and effective national student organization that helps young men and women become leaders and address important personal, family, work, and societal issues through Family and Consumer Sciences Education. Its programs are planned and run by members. It is the only career and technical in-school student organization with the family as its central focus. Projects focus on a variety of youth concerns: youth safety, family relationships, financial literacy, peer pressure, community service, nutrition and fitness, youth violence, and career exploration. Members learn about planning, goal setting, problem solving, decision making, and interpersonal communication.
630 River Ave. S. [
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Prairie Farm, WI 54762
Ph: 715-455-1861
mhall@prairiefarm.k12.wi.us
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
Wisconsin Credit Union League
The Wisconsin Credit Union League is the trade association for nearly 260 of the state's not-for-profit, financial institutions.
Credit unions are cooperative financial institutions that are owned by their members and do not have stockholders. Because they are not-for-profit, they return earnings to members in the form of more competitive rates of return on accounts, lower interest on loans, lower fees and improved services.
Two million Wisconsin residents belong to credit unions, of which nearly half are open to the local community. People can find a credit union to join by looking in the phone book or by visiting
www.creditunion.coop.
N25 W23131 Paul Road [
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Pewaukee, WI 53072
Ph: 262-549-0200
chelminak@theleague.coop
http://www.theleague.coop
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
great lakes mortgage corp.
We are a Milwaukee based Mortgage Broker licensed as a FHA Lender.
We offer free advice on credit and budgeting and the importance of savings.
We are available by appointment by phone or in person six days a week.
Ask for Pete Cannon @ 414-527-7800 ext 108
985 bartlett dr [
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oconomowoc, wi 53066
Ph: 414-527-7800
Fax: 414-527-4700
pc@glmcdirect.com
http://www.glmcdirect.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
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
TRUST WISCONSIN
TRUST WISCONSIN IS AN INDEPENDENT FULL-SERVICE TRUST COMPANY SPECIALIZING IN WEALTH PLANNING AND ESTATE MANAGEMENT.
TODAY, FAMILIES WANT A COMPANY THAT CAN DO MORE THAN JUST MANAGE MONEY. THEY WANT A COMPANY WHO CAN FULFILL A MULTITUDE OF ROLES.
WE CAN SERVE AS YOUR PERSONAL:
TRUSTEE
CO-TRUSTEE
MONEY MANAGER
EXECUTOR
PERSONAL REPRESENTATIVE
FINANCIAL CONSULTANT AND ESTATE PLANNER
AS AN INDEPENDENT TRUST COMPANY WE ARE NOT INFLUENCED OR PRESSURED TO USE PROPRIETARY PRODUCTS OR INVESTMENTS. WE DO NOT ACCEPT HIDDEN COMMISSIONS, REFERRAL FEES, SOFT-DOLLAR MONEY OR ANY OTHER FORM OF COMPENSATION THAT WOULD CREATE A CONFLICT OF INTEREST.
OUR FOCUS IS SOLEY ON PROVIDING PEACE OF MIND BY ACHIEVING YOUR GOALS.
185 KNIGHTS AVE [
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KEWASKUM, WISCONSIN 53040
Ph: 262-626-9000
JEFFBUTLER@TRUSTWISCONSIN.COM
WWW.TRUSTWISCONSIN.COM
Literacy Council of Brown County
The Literacy Council of Brown County is a non-profit literacy organization based in Green Bay, WI, and serving Brown County, WI. The Literacy Council teaches reading, writing, listening and speaking to adults and families with limited basic skills and limited proficiency in English in order to help them improve the quality of their lives.
424 S. Monroe Ave. [
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Green Bay, WI 54301
Ph: 920-435-2474
Fax: 920 435-2203
annb@lcbc.org
www.lcbc.org
Mark's Hardwood Floor Co.
We specialize in hardwood floors, emphasizing to the consumer the difference in laminates, hardwood, carpeting..explaining the pros/cons. We especially take pride in educating the public about health benefits, easy maintainence, and durability of hardwood floors. Directing the consumer to responsible green building is another mission of our company. Finally, we promote local species of wood to 1) positively effect the local economy and 2) cut down on emissions/costs r/t transpotation of materials.
We install new, repair/rennovate old, and finish/refinish all hardwood flooors.
1729 Monroe [
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New Holstein, WI 53061
Ph: 920-242-3181
rider5202@yahoo.com
E4
E4 is a Wisconsin non-profit focused on strengthening the economy and
improving the environment through energy efficiency. The four E's of
Economy, Environment, and Energy Efficiency serve as pillars for our
organization's work. E4 is involved in; lobbying on the state and
federal level for energy efficiency; conducting advocacy work to help
educate businesses and the public about the ways the energy efficiency
can help strengthen businesses, save money, and preserve Wisconsin's
environment; and developing new strategies to help individuals and
businesses get the most they can from improving energy efficiency.
637 Walton Drive [
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Suite 1
Plymouth , WI 53073
Ph: 920-893-3687
Fax: 920-893-0695
kathryn.sachs@gmail.com
www.e4energy.org
Wealthy Teens Community Development Group
Wealthy Teens Community Development Group is the most innovative and comprehensive teen financial literacy mentoring program in America today. We have created a system that enables parents, teens, educators, financial strategists and the community at large to work together toward the financial success of our youth.
Our program meets and exceeds the National Standards in Personal Finance Education as established by the Jump$tart Coalition for Personal Financial Literacy. Our 3 signature programs are:
1. The Wealthy Teens University (for all ages)
2. Wealthy Teen Entrepreneur Village
3. Fundraiser With A Future (fundraising program for schools only)
13 Frances Circle [
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Buena Park, California 90621
Ph: 1-800-804-0178
drmckinney@wealthyteenscd.org
www.wealthyteenscd.org
Get Smart Wausau Coalition
Community Based Organizations and Financial Institutions working together to bring free or very low cost financial education to area residents to help them improve their money management skills.
2100 Stewart Avenue Suite 100 [
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Wausau, WI 54401
Ph: 715-241-6336
Fax: 715-241-6337
jjakel@abbybank.com
Organizing Your Life THE EASY WAY
Jan Hayner is a Professional Organizer and Life Learning Coach. She offers tips, hints and shortcuts to organizing your home, workspace, personal documents and office. An organized life relieves stress, helps to save money, initiates good time management skills, increases productivity and raises your self esteem.
1603 Riverdale Avenue [
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Sheboygan, Wisconsin 53081
Ph: 920-452-0276
Easy_organizing@yahoo.com
www.organizingandcleaning.com
alison.l.finch@wellsfargo.com
As the #1 leader with Reverse Mortgage originating in the country, Wells Fargo Home Mortgage continues to help Seniors 62 and older stay in their home and utilize their equity to help realize financial independence and peace of mind. All funds are tax free and will never require a payment while the homeowner lives there. Please call for additional information.
N10645 Cty Rd F [
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Alma Center, WI 54611
Ph: 715-215-0133
Fax: 715-830-0385
alison.l.finch@wellsfargo.com
AFL-CIO Community Services Program
The AFL-CIO Community Services Program locally is a partnership - which has existed since the early 1960's - between United Way of Dane County and the South Central Federation of Labor. The mission of the program is to make the community a better place in which to live, work, raise a family, and retire. Collectively, we are about creating real, long-lasting solutions. We unite people to create lasting, positive results.
2059 Atwood Avenue [
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Madison, WI 53704
Ph: 608-246-4355
Fax: 608-246-4349
labor@uwdc.org
Masters' Academy, LLC
So what if ENERGY COSTS ARE RISING --- “Daddy” pays the bills! (Residential)
Teaching a homeowner or renter how to read, understand, and question their energy bill and save $energy$. Why did your bill go up? What are all the extra charges? When is on-peak and off-peak? It is not something to ignore and “just pay the bill.” … but there is so much more… There are many ways we can all save energy and money at no or little cost. Energy efficient opportunities are more than installing a CFL. These cost saving opportunities and rebate incentives are available now. This presentation will give you the ideas to make energy reductions. Armed with this info you will be ready to improve your home’s energy efficiency and ask questions before “Daddy pays the energy bill.”
N4156 Barton Rd. S. [
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Oakfield, WI 53065
Ph: 800-390-4366
richard.feustel@mastersacademy.biz
www.mastersacademy.biz
Catholic Charities of the Diocese of La Crosse
Financial difficulties can develop quickly. Catholic Charities will help you learn about credit and finances, develop a household budget, and manage your debt. Whether you need a fresh start or just some advice, we will work through your financial difficulties with you. We also offer housing counseling to help families buy a home, prevent foreclosure, or obtain a reverse mortgage.
3710 East Avenue South [
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PO Box 266
La Crosse, Wisconsin 54601
Ph: 1-888-212-4357
Fax: 608-782-0702
mjacobson@cclse.org
www.cclse.org
Wittneben Auto Service
Wittneben Auto Service assists our customers by helping them make the best decisions on repairing, servicing & maintaining their vehcile through education & complete vehicle inspections. So our customers can get the most out of their vehicle.
2125 Maryland Ave [
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Sheboygan, Wisconsin 53081
Ph: 920-451-4772
Fax: 920-451-4775
wittnebenauto@yahoo.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
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
Fresh Start Forms, LLC
Fresh Start Forms provides educational workshops teaching you how to break the debt cycle for LIFE!
Learn how to pay down your debt in the cheapest and fastest way possible. You’ll learn how to save thousands.
You’ll also learn how to get the maximum out of your monthly income.
Learn the simple techniques you can take to regain control of your financial future. After our Debt Reduction Workshop you will have a plan, and you’ll know how to create a personalized budget that can:
*Pay your monthly living expenses
*Pay down your debt
*And build a savings for (retirement /college)
2713 N. Central Park [
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Chicago, Illinois 60647
Ph: 773-342-4100
Fax: 773-341-4111
edward@freshstartforms.com
www.freshstartforms.com
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
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
1st Reverse Financial Services
1st Reverse Financial Services is a subsidiary of Wilmington Savings Funds Society FSB, established in 1832. It is one of the 10 oldest US banks continually operating under the same name. Our team of reverse mortgage specialists are specifically trained to educate people nationwide about reverse mortgage loans and make the process easy. Simply stated reverse mortgage lending is our only business!
Reverse mortgages enable eligible homeowners to access money they have built up as equity in their homes. They are primarily designed to strengthen seniors' personal and financial independence by providing funds without a monthly payment burden, during their liftime in their home.
New changes in HUD regulations will soon provide higher proceeds to homeowners with higher value properties. In addition, some provisions may be forthcoming that will allow for home purchasing.
Wendy Kelly has an extensive background in consumer advocacy and personal financial management.
S1475 [
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Chaseburg, WI 54621
Ph: 608-304-0056
Fax: 630-563-9088
wkelly@1streverse.com
www.1streverse.com
Advocate for the "Mathematically-True" Truth in Lending
The Truth in Lending Act of 1968 uses an antiquated, untrue, simple-interest method of computing the Annual Percentage Rate called the NOMINAL APR (NAPR). The mathematically-true APR is the compounded [^] EFFECTIVE APR (EAPR). On a loan for $400 with $120 interest due in 16 days the NAPR is 684% (120/400)x(365/16). The EAPR is 39,650% (((120/400)+1)^(365/16))-1. TILA allows at accuracy of one 1/8% (0.125%). The EAPR is 311,728 of that 0.125%s from the NAPR (39,650%-684%)/0.125%. The Truth in Savings uses the EAPR and calls it the Annual Percentage Yield. TILA should be changed to use the EAPR.
1138 Highway 1 [
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Thibodaux , Louisiana 70301-6193
Ph: 985-447-7744
Fax: 985-447-7744
afblair@internet8.net
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
Brookfield Public Library
The Brookfield Public Library in Brookfield, Wisconsin, provides a wide variety of materials, services and programs for people of all ages.
The Library is a member of the Waukesha County Federated Library System as well as of the CAFE shared automation consortium. This provides library users with access to about 600,000 titles and 1.5 million items.
1900 N. Calhoun Rd. [
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Brookfield, WI 53005
Ph: 262-782-4140, opt 1
wagnern@ci.brookfield.wi.us
www.brookfieldlibrary.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
