New Search...
WI Department of Financial Institutions - Office of Financial Literacy
The Office of Financial Literacy is a leader in building infrastructure to provide financial literacy to Wisconsin.
345 W. Washington Ave. [
View Map]
PO Box 8041
Madison , WI 53708-8041
Ph: 608 267-1713
teresa.walker@wisconsin.gov
http://www.FinLitWI.org
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 [
View Map]
Madison, WI 53705
Ph: 608-243-1282
Fax: 775-796-1015
joesaari@educatedinvestor.com
http://www.educatedinvestor.com
Catholic Charities - Budget Counseling Program
Catholic Charities Budget Counseling (CCBC) is a non-profit, community-supported, United Way agency dedicated to helping people solve their financial problems. We offer FREE, confidential, budget/credit counseling.
Catholic Charities Budget Counseling (CCBC) helps with budgeting, money management and credit issues through face-to-face counseling sessions. A CCBC Credit Counselor helps you assess your finances and works with you to create a livable budget. He or she will help you develop action items that will assist you in achieving your personal financial goals.
In addition to budget/credit counseling, CCBC provides a variety of financial education classes and workshops, Debt Management Services, Credit Report Analysis and Bankruptcy Counseling sessions now required by law.
Catholic Charities Budget Counseling Program can help you develop your skills in:
•setting up a spending plan
•general financial planning
•obtaining and using credit wisely
•understanding consumer rights and responsibilities
The Budget Counseling Program seeks to be an active player in the communities that we serve.
206 N 8th Street [
View Map]
Manitowoc, Wisconsin 54220
Ph: 920-684-6651
Fax: 920-684-6652
ba-snyder@sbcglobal.net
http://www.gbdioc.org
UW-Extension, Ozaukee County
The Cooperative Extension service is part of a national network that brings the unbiased reseach and knowledge of land-grant institutions to people in their homes, workplaces and communities. it links the resources and expertise of nearly 3150 county Extension Offices, 107 land-grant colleges and universities and the feeral government through the USDA Coopertaive State Reserach, Educaiton and Extension Services. Local, state and federal dollars provide base program fudning.
Extension educators give people knowledge, skills and motivation to build financial security. The emphasis is on changing behaviors-developing financial plans, managing risk of loss, reducing household debt and saving and investing to meet future goals. The focus is on preventive education for low-wealth families, youth and adult audiences.
In Ozaukee County, the Extension service provides individual free, educational, confidential financial coaching, as well as various workshops and series that relate to basic financial literacy.
121 w. main st. [
View Map]
port washington, WI 53074
Ph: 262-284-8288
Fax: 262-284-8100
mary.lepeska@ces.uwex.edu
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 [
View Map]
Suite 106
Milwaukee, WI 53213
Ph: 414-221-9400
jguenther@economicswisconsin.org
http://www.economicswisconsin.org
H & R Block Community Outreach Coordinator
At no cost to you or your organization, we can provide engaging presentations geared to your groups concerns.
If your organization or business can benefit from having one of our highly qualified professionals present an informative, entertaining program on any income-related subject, just ask about our Lecture Series.
Family Issues, Taxes for the Self-Employed, Retirement Considerations, Employee Concerns, or Property Owners Concerns.
Wendy VanSlyke Community Outreach Coordinator
H & R Block 414-535-2628
5821 N Silver Spring [
View Map]
Milwaukee, Wisconsin 53218
Ph: 414-535-2628
wvsoutreach@yahoo.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. [
View Map]
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 [
View Map]
Milwaukee , WI 53224
Ph: 414-358-9260
karenhendrickson@bizwi.rr.com
http://www.fpanet.org
Financial Education Center
The Financial Education Center is a program of the UW-Extension Dane County family living program. We offer integrated financial education classes, individual coaching, and referrals to community programs and services. Our objective is to increase the financial literacy skills of residents in Dane County thereby empowering them to achieve their financial goals .
2300 S. Park Street [
View Map]
Suite 22
Madison, WI 53713
Ph: 608-261-5077
Fax: 608-261-9727
deb.neubauer@ces.uwex.edu
http://fec.uwex.edu
Prospera Credit Union
4830 N. Ballard Rd. [
View Map]
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 [
View Map]
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 [
View Map]
Madison, WI 53703
Ph: 608-267-3518
Fax: 608-264-7968
paul.egide@dfi.state.wi.us
http://www.wdfi.org
FISC Consumer Credit Counseling
Since 1985, FISC has offered practical workshops and financial counseling. A program of Goodwill Industries, services are available from 8 locations.
Financial counselors help people understand their options, worry less, pay bills, and develop budgets that work. Debt management plans helps some clients consolidate their debt and repay creditors.
Bankruptcy Counseling: FISC offers approved pre-filing credit counseling.
FISC Workshops Include:
The Power of Money, monthly, teaches how to build a balanced budget.
Bankruptcy Personal Financial Management course, monthly, multiple dates & locations.
Get Checking. Helps people qualify for a checking account. Collaboration with UW-Extension & local financial institutions.
921 Midway Road [
View Map]
Menasha, Wisconsin 54952
Ph: 920-886-1000
Fax: 920-886-1005
aprahl@fisc-cccs.org
http://www.fisc-cccs.org
Junior Achievement of WI, Inc - Portage & Wood Counties
Junior Achievement is a non-profit organization that teaches young people about our free enterprise system and promotes financial literacy. Junior Achievement provides hands-on learning programs that are closely correlated to Wisconsin’s Model Academic Standards and features opportunities for students in K-12th grade to learn about personal finance, economics, and the skills necessary to be successful it the global economy. We match local volunteers with classroom teachers and afterschool partners to teach our diverse K-12 curriculum. These community volunteers are trained and bring perspective and relevance to each lesson delivering Junior Achievement programs in the classroom. Most importantly, evaluations show that the lessons clearly make a difference in student learning.
1052 Main Street - Suite 101 [
View Map]
Stevens Point, WI 54481
Ph: 715-345-1104
rnowak@jawis.org
wisco coop
Not sure what you want. Work part-time as biller . Retired from teaching.
Single. 70 years old. Own mobile home.
2215 S. Maple--Lot 494 [
View Map]
Marshfield, WI 54449
Ph: 715-384-3867
andyru3@yahoo.com
PFG Mortgage Services
We are a mortgage company that focuses on edcation and consultation. We analyze each client's needs and direct them to the appropriate loan program. Being a mortgage consultant doesn't stop after the home is purchased. We can help deal with a temporary loss of income, financing college, restructuring a budget, or improving your savings. We are a financial resource for life.
610 Riverfront Dr. [
View Map]
Sheboygan, WI 53082
Ph: 920-458-9599
tamrak@pfgplan.com
http://www.PFGplan.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 [
View Map]
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 [
View Map]
Menomonie, Wisconsin 54751
Ph: 715-235-3404
lausman@westconsincu.org
http://www.westconsincu.org
Lakeshore Investment & Tax Service
We specialize in Retirement planning and investing. We also offer financial planning, educational funding planning, and tax planning. We offer tax preparation and electronic filing of all types of tax returns.
PO Box 233 [
View Map]
2848 Memorial Drive
Two Rivers, WI 54241
Ph: 920-794-5566
ostrandert@shorelinecu.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. [
View Map]
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 [
View Map]
Colgate, WI 53017
Ph: 262-224-2066
info@wi-education.com
http://www.wi-education.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 [
View Map]
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 [
View Map]
Kenosha, WI 53142
Ph: 262-697-3700
Fax: 262-697-3701
pjwynia@amccu.org
http://www.amccu.org
Thrivent Financial Fitness Clubs
We believe in helping people grow stronger in managing their money so it can work as hard for them as they work to earn it. Our goal is to bring people together in a supportive, educational environment to share ideas and empower them to take steps toward financial fitness. Avoiding money issues will not make them go away, and managing money effectively is one of the most important things we can do for ourselves and our families.
The Thrivent Financial Fitness Club meets weekly - check out our site at www.thriventffc.com
4321 N Ballard Rd [
View Map]
Appleton, WI 54919
Ph: 1-800-596-4225
financialfitness@thrivent.com
http://www.thriventffc.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 [
View Map]
Sheboygan, WI 53081
Ph: 920-208-2287
Thomas.Solle@edwardjones.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 [
View Map]
Delafield, WI 53018
Ph: 262-646-5450
advisordirect@solve360.com
Tomorrow River School District
High school teacher teaching a Consumer Management class to upper classmen.
357 N. Main Street [
View Map]
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 [
View Map]
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 [
View Map]
Madison, WI 53719
Ph: 608-663-8012
Fax: 608-441-9819
cravenj1@notes.horacemann.com
Primerica Financial Services
3051 Progress Way, Suite 204 [
View Map]
Kaukauna, WI 54130
Ph: 920-968-8732
Fax: 877-649-5301
charley@charleynelson.com
http://www.charleynelson.com
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 [
View Map]
KEWASKUM, WISCONSIN 53040
Ph: 262-626-9000
JEFFBUTLER@TRUSTWISCONSIN.COM
WWW.TRUSTWISCONSIN.COM
Consumer Credit Counseling Service
Family Service Association d/b/a Consumer Credit Counseling Service of Sheboygan has offices located in Sheboygan, West Bend, Fond du Lac and LaCrosse. The are a non-profit community based service organization dedicated to helping people manage their fiances and solve their debt problems through counseling and debt repayment plans. The are licensed and bonded through the Wisconsin Department of FInancial Institutions. They are also members of the National Foundation for Creidt Counseling and are Accredited by the Council on Accreditation. The provide a wide range of educational programs to the public and work with businesses in providing Financial Fitness Programs for their employees.
1930 N 8th St [
View Map]
Sheboygan, WI 53081
Ph: 800-350-2227
moneysmart@excel.net
www.cccsonline.org
Junior Achievement of WI, Inc.-Brown County
Junior Achievement is the world's oldest and largest economic education organization in the world. We are nearly 90 years old. Our goal is to teach kids about business and economics and to help prepare them for their future success. JA has program developed for kindergarten through twelfth grade. Our programs are brought to life by volunteers from the business community. The magic begins when the business volunteer share their real-world experiences with the kids as they conduct hands-on activities. Teachers welcome JA in the classroom because we help them to meet their education benchmarks. JA offers all of their programs a no cost to the schools. We receive our funds from local businesses, individuals and foundations. We are currently in 55 Brown County schools and will impact over 9000 local students with our programs.
2301 Riverside Drive Ste. B16 [
View Map]
Green Bay, WI 54301
Ph: 920-437-2444
Fax: 920-437-2452
lbilotti@jawis.org
wisconsin.ja.org
Equity Design Group
Craig is a Certified Financial Planner(R) with Ohio National Life
2050 Riverside Drive [
View Map]
Green Bay, WI 54301
Ph: 920-569-8363
Fax: 920-569-1898
csiminski@equitydesigngroup.com
First National Bank
This presentation will explain how investing in mutual funds may help individuals reach their financial goals by providing answers to their most commonly asked questions. It will also,explain what a mutual fund is, detail the types of mutual funds that are available and point out the benefits of diversification.
402 N 8th Street [
View Map]
Manitowoc, Wisconsin 54220
Ph: 920-652-3282
shoppe@bankfirstnational.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 [
View Map]
Brookfield, WI 53005
Ph: 262-785-0445
Fax: 262-785-0838
mary@wicpa.org
www.wicpa.org
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 [
View Map]
Sheboygan, WI 53081-7886
Ph: (920) 457-1575
Fax: (920) 452-1333
rickwentz@charter.net
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 [
View Map]
Buena Park, California 90621
Ph: 1-800-804-0178
drmckinney@wealthyteenscd.org
www.wealthyteenscd.org
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 [
View Map]
Sheboygan , WI 53081
Ph: 920459-4444 extensio
mary.ryan@primevest.com
www.communitybankandtrust.com
Edward Jones
585 E Glenbrook Dr [
View Map]
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 [
View Map]
Fond du Lac, WI 54935
Ph: 920 322 9401
Fax: 920 322 9404
wrisvold@charter.net
AFLAC.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 [
View Map]
Sheboygan, Wisconsin 53081
Ph: 920-452-0276
Easy_organizing@yahoo.com
www.organizingandcleaning.com
O'Connell Financial Services
I have been a Financial Advisor for 15 years offering assistance to individuals and business owners.
2317 International Lane, Suite 106 [
View Map]
Madison, WI 53704
Ph: 608-441-1414
Fax: 608-441-1414
cynthia.oconnell@lpl.com
Education Development Center, Inc.
The Adult Literacy Media Alliance (ALMA), is a project of the Education Development Center, Inc. ALMA produces multimedia materials (video, print, and web) to help adult learners gain the basic reading, writing, and math skills they need to achieve their goals. We also produce the Emmy Award-winning television series, TV11, which is broadcast on public television and cable stations. ALMA also provides training services to any organization teaching or supporting literacy learners or assist facilitators in formal settings like hospitals or financial institutions. Although most TV411 materials are available only in English, we are increasingly translating our video, print and web materials into Spanish.
Adult Literacy Media Alliance [
View Map]
96 Morton Street, 7th Floor
New York, New York 10014
Ph: 212-807-4243
elove@edc.org
www.tv411.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 [
View Map]
Madison, Wisconsin 53703
Ph: 608-256-3527
tariq@cwd.org
www.cwd.org
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 [
View Map]
Madison, WI 53704
Ph: 608-246-4355
Fax: 608-246-4349
labor@uwdc.org
Consumer Action
P.O. Box 1311 [
View Map]
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 [
View Map]
Suite 2800
Madison, WI 53717
Ph: 608-831-3339
mark.ziety@thrivent.com
http://www.thrivent.com
ESS WORKER
4456 LOVELANE [
View Map]
DEFOREST, WISCONSIN 53536
Ph: 608-776-4462
SUNSHINE_@YAHOO.COM
ESS WORKER
4358 GRAY ROAD [
View Map]
DEFOREST, WISCONSIN 53532
Ph: 608-846-0259
les_bar_hay@yahoo.com
Winch Financial
Established in 1979, Winch Financial has become a leader in the financial planning industry. Listed regularly on the Bloomberg Wealth manager's survey of top financial planners, Winch Financial works hard to provide clients with state of the industry financial direction and a hometown atmosphere of personal attention.
How do we help our clients meet their goals? With a professional staff dedicated to ongoing education and research, with a connection to a national syndicate of organizations like ours and with plain hard work.
424 East Wisconsin Avenue [
View Map]
Appleton, WI 54911
Ph: 920-739-8577
info@winchadvisoryservices.com
Retirement Planning Solutions
Bill McDonald is a Registered Investment Advisor, Founder and Owner of Retirement Planning Solutions in Middleton, WI. He has over 20 years experience in the financial services industry.
Bill has been interviewed regularly by national media sources including Money Magazine, The Wall Street Journal, and Business Week Magazine. He's participated in national retirement programs sponsored by Kiplinger's Personal Finance Magazine. He is a member of The Financial Planning Association and The National Association of Personal Financial Advisors. He is one of the few investment advisors nationally, who have been selected to work with Dimensional Fund Advisors.
5614 Sandhill Drive [
View Map]
Middleton, WI 53562
Ph: 608-831-9788
Bill@RetirementPlanningSolutions.us
http://www.RetirementPlanningSolutions.us
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 [
View Map]
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 [
View Map]
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 [
View Map]
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 [
View Map]
Madison, WI 53717
Ph: 608-258-2492
kratliff@matcmadison.edu
matcmadison.edu/ace
MATC Adult & Continuing Education
MATC Adult & Continuing Education
211 N Carroll [
View Map]
Madison, WI 53717
Ph: 608-258-2309
ngasser@matcmadison.edu
matcmadison.edu/ace
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 [
View Map]
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 [
View Map]
Sheboygan, WI 53081
Ph: 920-457-8007
info@intosolutions.com
www.intosolutions.com
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 [
View Map]
Fond du Lac, WI 54935
Ph: 920-921-7526
larry@goebelins.com
www.gpglegal.com
Jewett Financial Strategies
Earl Jewett is a financial counselor who actively engages clients in
the planning process and coaches them through sound financial decision-making. He assists clients with mutual funds, investment management, retirement plans,
annuities, life insurance, and long-term care insurance to find the best financial
solutions for their needs and goals.
Registered Representative & Securities offerred through
Packerland Brokerage Services, Inc.
920-662-9500
Member FINRA & SIPC www.finra.org
W4148 Kiekhaefer Parkway [
View Map]
Fond du Lac, WI 54935
Ph: 920-923-2604
Fax: 920-923-2604
earl_jewett@packerlandbrokerage.com
jewettfinancialstrategies.com
Wisconsin Saves - WWBIC
Wisconsin Saves, the local initiative of the national America Saves, is a social marketing campaign that encourages individuals, particularly low and moderate income persons to save money, reduce debt and build wealth. It is about turning a nation of spenders into a nation of SAVERS.
2745 N. Martin Luther King Jr. Dr. [
View Map]
Milwaukee, WI 53212
Ph: 414-263-5450
Fax: 414-263-5456
stacy.zielinski@wwbic.com
www.wisconsin-saves.org
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. [
View Map]
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 [
View Map]
(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
H&R BLOCK
Are you getting everything possible tax advantage? We are here to answer your questions. We have a variety of informational seminars lead by our top tax professional. If you organization or business could benefit from one, contact Mary and ask about our Lecture Series.
2613 South Business Dr [
View Map]
Sheboygan, Wi 53081
Ph: 920-458-5132
Fax: 920-458-1035
mary.kaquatosh@tax.hrblock.com
www.hrblock.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 [
View Map]
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 [
View Map]
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 [
View Map]
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 [
View Map]
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 [
View Map]
Kenosha, WI 53140
Ph: 262-605-3631
Fax: 262-605-3636
kault@att.net
Country Financial
7780 Elmwood Ave Suite 120 [
View Map]
Middleton, Wisconsin 53562
Ph: 608-831-4748
Fax: 608-831-4775
tammy.gunderson@countryfinancial.com
www.countryfinancial.com/tammy.gunderson
1st Wisconsin Wealth Management, LLC
Serving Wisconsin residents since 1993 with high quality investments and planning services. Making sense of today's investment climate while keeping client objectives in focus. Helping the young to build a nestegg while protecting a retiree's nestegg and helping families shape an Estate Plan.
Patrick G. Durden, MBA, AAMS
LPL Registered Principal
Securities offered through LPL Financial, Member FINRA/SIPC
1001 Arboretum Drive [
View Map]
Suite #3
Waunakee, Wisconsin 53597-2674
Ph: 608-850-3838
Fax: 608-850-4083
Patrick.Durden@lpl.com
www.lpl.com/patrick.durden
Summit Credit Union
4800 American Parkway [
View Map]
Madison , WI 53718
Ph: 608-243-5000
amy.crowe@summitcreditunion.com
www.summitcreditunion.com
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. [
View Map]
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 [
View Map]
Fond du Lac, wi 54935
Ph: 920-923-0970
Fax: 888-862-0520
steve.millin@edwardjones.com
edwardjones.com
Summit Credit Union
Summit Credit Union is a not-for-profit cooperative financial institution based in Madison, WI.
4800 American Parkway [
View Map]
Madison, WI 53718
Ph: 608-243-5000
amy.crowe@summitcreditunion.com
www.summitcreditunion.com
Marshfield Area United Way
PO BOX 771 [
View Map]
Marshfield, WI 54449
Ph: 715-384-9992
unitedway.sarah@tznet.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 [
View Map]
Waukesha, WI 53186
Ph: 262-650-8199
jason.sherry@edwardjones.com
http://www.edwardjones.com/en_US/fa/index.html&CIRN=518787
UBS Wealth Management
At UBS, we offer our clients access to some of the world’s most powerful financial resources. But the most important resources of all are the ones I bring to the table whenever we discuss your needs –listening and understanding. They are the first steps in the disciplined, ongoing process of wealth management.
As a dedicated Financial Advisor, I understand that each client is different from a new investor to one with years of experience and I appreciate your individual circumstances. My goal is to be your primary source of wealth management advice.
5 Revere Drive [
View Map]
Suite 500
Northbrook, IL 60062
Ph: 847-498-7756
mark.wimmer@ubs.com
www.ubs.com/fa/markwimmer
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 [
View Map]
Madison, WI 53713
Ph: 608-576-8658
ebernards@greenpath.com
greenpath.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 [
View Map]
Neenah, WI 54956
Ph: 920-540-6518
maria@viacompass.com
www.viacompass.com
