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Milwaukee County UW Extension
Managing money effectively can be a challenge, especially when financial resources are limited. Our financial educator teaches basic money management including budgeting, establishing credit and banking practices. If you do not have a checking or savings account, we offer the Get Checking program to help you open an account. If you want to build wealth by making a commitment to saving, we offer the Milwaukee Saves program.
932 S. 60th St. [
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West Allis, WI 53214
Ph: 414-290-2406
Fax: 414-290-2424
keli.loga@ces.uwex.edu
http://www.uwex.edu/ces/cty/milwaukee/
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
M&I Marshall & Ilsley bank
M&I Community Education offers a series of financial education seminars to the public free of charge. These seminars are organized and instructed by experienced bankers in the field. Individuals and community organizations interested in particpating in or delivering financial education to their clients and stakeholders are welcome to contact M&I for more information.
770 N Water [
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NW9
Milwaukee, WI 53202
Ph: 414-765-7712
Fax: 414-765-7514
ammar.askari@micorp.com
http://www.mibank.com
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 [
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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. [
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port washington, WI 53074
Ph: 262-284-8288
Fax: 262-284-8100
mary.lepeska@ces.uwex.edu
Great Lakes Higher Education Guaranty Corporation
Over nearly forty years, Great Lakes has helped make higher education possible for more than 2 million students and families, in partnership with financial aid offices, lenders, counselors, community leaders, and policy makers.
Great Lakes develops partnerships with schools, counselors, associations, community leaders, and lenders to increase access to higher education. Our growing investment in college outreach and access is helping proven grassroots programs serve more first-generation and low-income students and families. Our commitment to helping partners boost student persistence and performance has given rise to a series of award-winning resources for encouraging higher education, increasing access through financial aid, and cultivating student and family financial literacy.
2401 International Lane [
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Madison, WI 53704
Ph: 608-246-1785
akerwin@glhec.org
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 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 [
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Suite 22
Madison, WI 53713
Ph: 608-261-5077
Fax: 608-261-9727
deb.neubauer@ces.uwex.edu
http://fec.uwex.edu
Junior Achievement of WI, Inc.
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. In addition, trained community volunteers, who bring perspective and relevance to each lesson, deliver Junior Achievement programs in the classroom. Most importantly, evaluations show that the lessons clearly make a difference in student learning.
6924 N. Port Washington Rd. [
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Milwaukee, WI 53217
Ph: 414-352-5350
tgreinert@jawis.org
http://www.wisconsin.ja.org
Prospera Credit Union
4830 N. Ballard Rd. [
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Appleton, WI 54913
Ph: 920-882-4800
jeff.hannemann@myprospera.com
http://www.myprospera.com
ALLCO Credit Union
ALLCO Credit Union is a not-for-profit financial organization, established 1934, owned by its members and operated by a professional staff under the guidance of a member-elected board of directors. Since we are not-for-profit, we offer significant advantages in terms of products, fees, services and rates. ALLCO offers a variety of financial services with member friendly terms and rates, we make personal loans to enchance our members' well-being and long-term financial future. We are a state-chartered credit union, membership available to those who work or live in Milwaukee, Ozaukee, Washington, or Waukesha Counties. Our accounts are insured by the NCUA. Also located at 6512 W Greenfield Avenue in West Allis. (414) 256-7880
2190 Wisconsin Avenue [
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Grafton, WI 53024
Ph: 262-375-9599
Fax: 775-743-8787
debbie@allcocu.com
http://www.allcocu.com
WI Department of Financial Institutions
The Department of Financial Institutions' Office of Consumer Affairs provides free presentations on the topic of credit. Presentations include discussions on credit reports, credit scoring, auto leases, identity theft, loans, credit cards, marital property laws, interest calculations, credit insurance, payday loans, rent-to-own transactions and scams. We can provide presentations in-person or by videoconferencing.
345 W. Washington Ave [
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Madison, WI 53703
Ph: 608-267-3518
Fax: 608-264-7968
paul.egide@dfi.state.wi.us
http://www.wdfi.org
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 [
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Menasha, Wisconsin 54952
Ph: 920-886-1000
Fax: 920-886-1005
aprahl@fisc-cccs.org
http://www.fisc-cccs.org
Great Wisconsin Credit Union
Great Wisconsin Credit Union is a full-service cooperative financial institution with branches in the Madison and Portage area.
2424 Rimrock Road [
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Madison, WI 53713
Ph: 608-244-2400
amyc@greatwisconsincu.org
http://www.greatwisconsincu.org
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
Junior Achievement of Wisconsin, Inc. - Sheboygan District
Junior Achievement is a nonprofit organization that has brought free business, financial literacy, and economic education to classroom students for more than 85 years. Junior Achievement's mission is to educate and inspire young people to value the free enterprise system to better their lives. We match local business volunteers with classroom teachers and afterschool partners to teach our diverse K-12 curriculum.
1441 N. Taylor Drive [
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Sheboygan, WI 53081
Ph: 920-458-0007
Fax: 920-803-1761
mroman@jawis.org
http://www.ja.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 [
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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 [
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Marshfield, WI 54449
Ph: 715-384-3867
andyru3@yahoo.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
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
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 [
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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. [
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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
KUSD
8330 82nd Street #103 [
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Pleasant Prairie, WI 53158
Ph: 920-973-1844
kfencl@kusd.edu
Dane County Credit Union
It pays to use a credit union! Credit unions are unique financial businesses because profits are returned to the members they serve. That's the reason Dane County Credit Union is able to offer more competitive rates on savings and loans, and lower fees.
Everyone living or working in Dane County is welcome to take advantage of our services. We have 2 convenient offices in the Madison area. Dane County Credit Union belongs to the credit union shared service center network which allows our members access to branches world-wide.
2160 Rimrock Road [
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709 Struck Street
Madison, WI 00000
Ph: 608-287-1816
Fax: 608-284-4700
comments@dccu.us
http://www.dccu.us
AM Community Credit Union
A M COMMUNITY CREDIT UNION
Is a member-owned, not-for-profit, financial cooperative established in 1933 that is committed to providing affordable financial products, services and resources to improve the economic lives of our members. Membership is open to anyone who lives or works in Kenosha or Racine, Wisconsin Counties.
6715 Green Bay Road [
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Kenosha, WI 53142
Ph: 262-697-3700
Fax: 262-697-3701
pjwynia@amccu.org
http://www.amccu.org
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 [
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Appleton, WI 54919
Ph: 1-800-596-4225
financialfitness@thrivent.com
http://www.thriventffc.com
Junior Achievement of Wisconsin, Inc. Northwest District
Junior Achievement of Wisconsin, Inc. Northwest Wisconsin: Junior Achievement (JA) is the world's largest and fastest-growing organization dedicated to educating young people about business, economics, and free enterprise. JA programs begin at the elemenary school level continuing through high school, teaching children how they can impact the world around them as individuals, workers, and consumers. With the help of almost 900 volunteers, Junior Achievement of Wisconsin, Inc. Northwest District serves more than 21,000 students throughout Northwest Wisconsin. http://wisconsin.ja.org
505 Dewey Street South [
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Suite 204, Box 10
Eau Claire, WI 54701
Ph: 715-835-5566
Fax: 715-831-0274
barnold@jawis.org
http://wisconsin.ja.org
Bank of Kenosha
Bank of Kenosha was formed in 2000 by a local group of business professionals to provide community banking services to the Kenosha market. Its strategy has been to combine the hometown bank atmosphere with modern high level products and services. Bank of Kenosha has continued to increase its market share and has expanded to three branches to serve its customers with greater accessibility and convenience. Our experienced bankers offer a diverse array of products through a responsive, professional, and flexible personal relationship. The Bank continues to grow its commercial, residential mortgage and consumer banking areas by offering competitive and innovative products. Please contact us to see what we can do for you.
5117 Green Bay Road [
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Kenosha , WI 53144
Ph: 262-657-2265
GHutchins@BankofKenosha.com
http://www.BANKOFKENOSHA.COM
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
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
Tomorrow River School District
High school teacher teaching a Consumer Management class to upper classmen.
357 N. Main Street [
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Amherst , WI 54406
Ph: 715-824-5522 ext. 31
lflugaur@amherst.k12.wi.us
SUTTLE-STRAUS,INC.
Suttle-Straus is a printing, distribution business with 208 employees. We would like to offer our employees free classes in financial help. Many come to me with financial difficulties of varying sorts. We would like to offer them some help.
1000 UNIEK DR [
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PO BOX 370
WAUNAKEE, WI 53597
Ph: 608-849-1000
Fax: 608-849-9017
lana.goepfert@suttle-straus.com
http://www.suttle-straus.com
None - retired from paper industry
Retired from International Paper (year 2000).
Career steps:
R&D chemist
Chemistry prof (Peace Corps in Chile)
Quality Control
Market development
Strategic business planning
Market management
Overseas sales
Currently retired; occupied with volunteer work & managing a tree farm.
Volunteer work includes mock interviews (Common Wealth Development), bilingual dentist appointments (Give your Kid a Smile), crewing MSCS pontoon boat trips, SPRITE, and reading aloud.
Fluent Spanish, some Portuguese & German.
3827 Monona Drive [
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Apt. 45
Madison, WI 53714-2848
Ph: 608-216-0352
Fax: None
vonsarg@aol.com
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
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
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
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 [
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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 [
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Green Bay, WI 54301
Ph: 920-437-2444
Fax: 920-437-2452
lbilotti@jawis.org
wisconsin.ja.org
Community Bank & Trust
Community Bank & Trust has 11 branch locations throughout Sheboygan, Milwaukee, Calumet and Outagamie Counties and assets of more than $530 million.
Recognized as a leader in Small Business Administration (SBA) lending in Wisconsin, the Bank offers competitive lending, deposit, trust and investment services, delivered with the personalized touch of an independently owned and operated community bank.
The mission statement of Community Bank & Trust is "to meet or exceed our customers' expectations."
Stop in and experience award-winning customer service!
604 N. 8th Street [
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Sheboygan , WI 53081
Ph: 920-459-4444
caseyl@communitybankandtrust.com
www.communitybankandtrust.com
Wisconsin Institute of CPAs
The Wisconsin Institute of Certified Public Accountants (WICPA) offers access to the largest and most active group of CPAs in Wisconsin. CPAs work in every economic sector and for every type of organization. The WICPA promotes financial literacy by having its members speak to high school students and by providing volunteers for high school financial literacy events called Reality Stores. The WICPA also supports the national financial literacy campaign, Feed the Pig (
www.feedthepig.org), created by the American Institute of CPAs (AICPA) and Ad Council.
235 N. Executive Dr. Ste. 200 [
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Brookfield, WI 53005
Ph: 262-785-0445
Fax: 262-785-0838
mary@wicpa.org
www.wicpa.org
Wealthy Teens Community Development Group
Wealthy Teens Community Development Group is the most innovative and comprehensive teen financial literacy mentoring program in America today. We have created a system that enables parents, teens, educators, financial strategists and the community at large to work together toward the financial success of our youth.
Our program meets and exceeds the National Standards in Personal Finance Education as established by the Jump$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
Consumer Credit Counseling Service of Greater Milwaukee
CCCS of Greater Milwaukee helps consumers struggling with debt issues through education, counseling and debt repayment programs. CCCS is a non-profit organization founded in 1972 by the United Way and local labor organizations. We are a member of the National Foundation for Credit Counseling and the Better Business Bureau. In addition, we are licensed by the WI Department of Financial Institutions and accredited by the Council on Accreditiation. There are five office locations around the greater Milwaukee area.
4915 S Howell Avenue Suite 102 [
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Milwaukee, WI 53207
Ph: 414-482-8801
Fax: 414-482-8820
cccs.of.greater.milw@aurora.org
www.creditcounselingwi.org
Unison Credit Union
Unison Credit Union has branches in Kaukauna, Little Chute, and Wrightstown. We are able to assist invidiuals with share accounts, mortages, vehicle loans, personal loans, IRA's, checking, and various other financial services.
1616 Crooks Avenue [
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Kaukauna, WI 54115
Ph: 920-766-6000
npriestaf@unisoncu.org
www.unisoncu.org
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
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
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
AppleTree Credit Union
AppleTree Credit Union was organized in 1935 and has grown to offer a variety of savings and loan choices to meet your needs. Anyone who lives or works in the Wisconsin counties of Milwaukee or Waukesha is eligible to join AppleTree Credit Union and take advantage of our exceptional service and outstanding rates. At events leading up to Money Week and during Money Week itself we will be promoting "Thrive by 5", teaching preschoolers about money and money management.
11333 W. Greenfield Ave. [
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West Allis, WI 53214
Ph: 414-546-7800
Fax: 414-546-7815
dbushner@appletree.org
www.appletree.org
Consumer Action
P.O. Box 1311 [
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Madison, WI 53701
Ph: 608-217-7386
sol.carbonell@consumer-action.org
www.consumer-action.org
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
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
ESS WORKER
4456 LOVELANE [
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DEFOREST, WISCONSIN 53536
Ph: 608-776-4462
SUNSHINE_@YAHOO.COM
ESS WORKER
4358 GRAY ROAD [
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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 [
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Appleton, WI 54911
Ph: 920-739-8577
info@winchadvisoryservices.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
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
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
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
Western Technical College
Please include us in the Money Smart activities for 2009.
Thank you,
400 North 7th Street [
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La Crosse, WI 54601
Ph: 608-785-9155
vujnovichd@westerntc.edu
www.westerntc.edu
Wisconsin Women's Business Initiative Corporation
The Wisconsin Women's Business Initiative Corporation (WWBIC) is a nonprofit, statewide economic development corporation with an emphasis on low-wealth individuals, women and people of color.
Our Services Include:
-Direct loans and access to other capital
-One on one, individualized Business Assistance
-Quality Business Education
-Financial Awarenedd education programming and Individual Development Accounts
2745 Martin Luther King Jr. Dr. [
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Milwaukee, WI 53212
Ph: 414-263-5450
anthony.harris@wwbic.com
www.wwbic.com
Edward Jones
At Edward Jones, we believe in doing business face to face. We want to get to know your unique financial objectives so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or just acquire extra income to meet monthly expenses, you can expect personalized service and information on investing in quality investments for the long-term. Contact me today to discuss your financial goals.
1732 Fordem Avenue [
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(in Camelot Square)
Madison, WI 53704
Ph: 608-244-8793
Fax: 888-223-6674
audra.schrader@edwardjones.com
http://www.edwardjones.com/en_US/fa/index.html&CIRN=507104
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 [
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Sheboygan, Wi 53081
Ph: 920-458-5132
Fax: 920-458-1035
mary.kaquatosh@tax.hrblock.com
www.hrblock.com
River Valley Coaching
Are you feeling stuck, frustrated or overwhelmed with where you are financially? Is money a constant place of stress in your marriage and home? Maybe you are doing ok, but you want to do better and learn new strategies and achieve greater goals with your money or business.
Success does not happen by chance and anything worth doing is worth doing well.
At River Valley Coaching we believe in working to help people create and meet their financial goals. If you continue to do what you have been doing, you will continue to get the results you have been getting. Are you happy with the results?
Are you ready to replace what you have been doing with empowering habits, better communication and a game plan that works?
Coaching helps you take dreams and put them into attainable and motivating goals coupled with accountability until life changing actions have become habits. A marathon begins with the first step and we are here to help you take one successful step after another. We cannot do it for you, but we can walk alongside you and help you create a plan for success.
1791 140th Avenue [
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St. Croix Falls, WI 54024
Ph: 715-483-9037
kirk@interactive123.com
www.rivervalleycoaching.com
HR Block
As the world's largest tax preparation company, H & R Block is the brand clients trust for tax and financial services. More than 50 years of tax expertise is just around the corner.
www.hrblock.com/universal/office_locator.html
10436 W Silver Spring [
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Milwaukee, Wisconsin 53225
Ph: 414- 535-2628
jacqueline.radomski@tax.hrblock.com
H&R Block
Our mission at H&R Block is to help our clients achieve their financial objectives by serving as their tax and financial partner. Our vision is to be the world's leading provider of financial services through tax and accounting-based advisory relationships.
4360 S. 76th Street [
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Greenfield, Wisconsin 53220
Ph: 414-541-8762
Fax: 414-541-8763
carolyn.selimi@tax.hrblock.com
www.hrblock.com
Discover College
The mission of Discover College is to educate your family about the complex college process. We want your student to go to the best school for them and graduate with the least amount of loans and out-of-pocket expense as possible. We work to help families understand the college process, master the complicated financial aid system, and calculate their expected family contribution.
We are not a student loan company. We do not represent any specific university or group of universities. We work solely on behalf of the student and their parents to get the best results.
P.O. Box 46130 [
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Madison, WI 53744
Ph: (608) 828-4336
info@discovercollege.org
www.DiscoverCollege.org
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
Community Bank & Trust
604 N. 8th Street [
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Sheboygan, WI 53081
Ph: 920-459-4444
marcias@communitybankandtrust.com
Summit Credit Union
4800 American Parkway [
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Madison , WI 53718
Ph: 608-243-5000
amy.crowe@summitcreditunion.com
www.summitcreditunion.com
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
Summit Credit Union
Summit Credit Union is a not-for-profit cooperative financial institution based in Madison, WI.
4800 American Parkway [
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Madison, WI 53718
Ph: 608-243-5000
amy.crowe@summitcreditunion.com
www.summitcreditunion.com
Financial Wellness Program of Portage County
The mission of the Financial Wellness Program of Portage County is to improve the quality of life by assisting families and individuals to become financially stable through free counseling and teaching money management skills.
Ruth Gilfry Center [
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817 Whiting Ave
Stevens Point, WI 54481
Ph: 715-346-1647
lemaym@co.portage.wi.us
Destination Faith
Destination Faith teaches fun and meaningful lessons to equip adults and youth to grow and succeed in life. Destination Faith teaches that in order to be financially empowered in your personal and or business life it takes a vision, a lot of determination and willingness to learn. We believe in leadership, family and community education.
3771 County Road P [
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Oxford, WI 53952
Ph: 608-299-1418
Fax: 608-566-5400
faithvisionsdreams@gmail.com
www.DestinationFaith.com
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
Oak Tree Financial Services, LLC
we are a full service Financial group,with a senior division that provides seniors with a wealth of resources for all their financial & retirement needs.
2312 N. grandview Blvd. suite 210 [
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Waukesha, Wi. 53188
Ph: 262-649-9203
Fax: 262-649-9204
john@OTFSLLC.com
www.OTFSLLC.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
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
