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M&I Bank
1013 S 8th St [
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Manitowoc, WI 54220
Ph: 920-683-6710
Fax: 920-683-5744
susan.novak@mibank.com
http://www.mibank.com
Heartland Credit Union
Heartland Credit Union is based in Madison, Wisconsin and serves Southwestern Wisconsin and Eastern Iowa. We're a full-service financial cooperative owned by our members. We specialize in agriculture and small business loans.
5325 High Crossing Blvd [
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Madison, WI 53718
Ph: 1-800-362-3944 ext.
rmarohn@heartlandcu.org
http://www.heartlandcu.org
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
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 [
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Milwaukee, Wisconsin 53218
Ph: 414-535-2628
wvsoutreach@yahoo.com
First Service Credit Union
First Service Credit Union is a uniqe financial institution. We are a notforprofit, member-owned, democratically operated financial cooperative. We focus on the needs of membersand the comminitee we service First Service Credit Union was organised in 1933. Today, we offer a vast array of financial producs and services to our members and comminitee we serve.
333 N 35th St [
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Milwaukee, WI 53208
Ph: 414-342-7660
Fax: 414-342-9377
judvare@fscu.coop
http://www.fscu.coop
Landmark Credit Union
Landmark Credit Union has 11 Milwaukee metro locations and offers banking services but is not a bank. Landmark is a not-for-profit cooperative – owned by its members. So instead of being in business to make money for stockholders, Landmark’s only purpose is to help members reach their financial goals.
Landmark serves members in several ways other financial institutions do not. They provide educational opportunities, such as free seminars. Landmark offers educational resources on their Web site, landmarkCU.com. Their Anytime Advisor interactive coaches cover subjects like Identity Theft, Car Buying, Home Buying, Checking Accounts, Credit Management, and Couples & Money. All but the last topic are available in Spanish.
You’re worth more here.
2775 S. Moorland Rd. [
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New Berlin, WI 53151
Ph: 262-796-4500
Fax: 262-796-5180
pr@emaillcu.com
http://www.landmarkCU.com
Summit Credit Union
4800 American Parkway [
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Madison, WI 53718
Ph: 608-243-5000
aaron.richardson@summitcreditunion.com
Prospera Credit Union
4830 N. Ballard Rd. [
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Appleton, WI 54913
Ph: 920-882-4800
jeff.hannemann@myprospera.com
http://www.myprospera.com
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
Council for the Spanish Speaking, Inc.
The Council for the Spanish Speaking, Inc. is a 501 (c) 3 nonprofit community based organization that dates back to 1964, when it began as a center of advocacy and social services on behalf of Latinos in Milwaukee. While retaining its original purposes, it has since grown into a larger organization. Currently, the Council provides advocacy, educational, housing and social services to children, youth, adults, seniors and families from the Milwaukee Metropolitan area.
The programs and services provided by the Council include: Adult Education, Youth Education, Early Childhood and Head Start Programs, Housing for the elderly and mobility impaired, Senior Employment and Training Programs and Social Services.
614 W. National Avenue [
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Milwaukee, WI 53204
Ph: 414-384-3700
Fax: 414-384-7292
mtalavera@spanishcenter-milw.org
http://www.councilforthespanishspeakingmilw.org
Office of the Commissioner of Insurance
The Office of the Commissioner of Insurance (OCI) publishes approximately 58 separate brochures, buyer's guides and other consumer education materials which are available for distribution. Several publications are available in English and Spanish. OCI is a source of unbiased information about insurance products and insurance agents and companies. Visit our Web site to learn more about OCI and to view a complete list of our consumer publications.
125 South Webster Street [
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P.O. Box 7873
Madison, WI 53707-7873
Ph: 608-267-5027
Fax: 608-266-9935
jean.terry@wisconsin.gov
oci.wi.gov
Lakeshore CAP, Inc.
The Home Buyer Program at Lakeshore CAP is designed to assist income-eligible households with the purchase of homes.
Applicants are required to complete credit and housing and home buyer education. Upon completion, direct loans with a low or no interest rate may be available to assist with: · Down payment, Closing Costs, Acquisition, Rehabilitation, Weatherization and New Construction
Applicants must meet income guidelines and cannot currently own a home. You need not be a first-time homebuyer. Property must be single family, owner occupied, located in Door, Kewaunee, Calumet, Manitowoc or Sheboygan counties and meet HUD Housing Quality Standards to qualify for assistance. Applicants must be able to obtain permanent mortgage financing and be able to contribute at least $500 toward the down payment. Applicants must complete credit and housing consultation and the workshop to be eligible for financial assistance.
540 North 8th Street [
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Manitowoc, WI 54220
Ph: 920-682-3737
Fax: 920-686-8700
cloose@lakeshorecap.org
http://www.lakeshorecap.org
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
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
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. [
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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 [
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Milwaukee, Wisconsin 53202
Ph: 414.224.3786
jeff.l.gauvin@wellsfargo.com
http://www.wellsfargo.com
Indianhead Credit Union
Indianhead Credit Union is a member-owned, not for profit financial cooperative. Our field of membership includes any one who works or lives in Washburn, Burnett and Northern Polk Counties. As part of our commitment to our members we offer a range of affordable products and services to meet their financial needs. Our goals include providing consumer education and teaching financial thrift. We have offices in Spooner, WI and Grantsburg, WI.
P O Box 100 [
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104 E Maple St
Spooner, WI 54801-0100
Ph: 715-635-8273
Fax: 715-635-8273
k.berndt@indianheadcu.org
http://www.indianheadcu.org
WESTconsin Credit Union
WESTconsin Credit Union is a member owned, financial institution that currently serves over 60,000 members throughout western Wisconsin and eastern Minnesota. Our focus is on the financial success of our members - through exceptional products/services and financial education efforts offered throughout all of our office areas. Visit our website at
www.westconsincu.org to find out how we can help you gain the tools to work towards your financial success.
3333 Schneider Avenue [
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Menomonie, Wisconsin 54751
Ph: 715-235-3404
lausman@westconsincu.org
http://www.westconsincu.org
Wisconsin 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
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
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
BK Home Inspections
BK Home Inspections specializes in residential home inspections. We strive to meet your needs for a thorough inspection done in a timely manner. You can expect your inspection to be thorough and you will receive a comprehensive and easy to read inspection report. BK Home Inspections will provide homebuyers with essential information to your home buying decision delivered in a professional manner.
Sincerely Bill Kneebone
6213 Fredericksburg Lane [
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Madison, WI 53718
Ph: 608-239-0104
kneebone8@charter.net
great lakes mortgage corp.
We are a Milwaukee based Mortgage Broker licensed as a FHA Lender.
We offer free advice on credit and budgeting and the importance of savings.
We are available by appointment by phone or in person six days a week.
Ask for Pete Cannon @ 414-527-7800 ext 108
985 bartlett dr [
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oconomowoc, wi 53066
Ph: 414-527-7800
Fax: 414-527-4700
pc@glmcdirect.com
http://www.glmcdirect.com
SUTTLE-STRAUS,INC.
Suttle-Straus is a printing, distribution business with 208 employees. We would like to offer our employees free classes in financial help. Many come to me with financial difficulties of varying sorts. We would like to offer them some help.
1000 UNIEK DR [
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PO BOX 370
WAUNAKEE, WI 53597
Ph: 608-849-1000
Fax: 608-849-9017
lana.goepfert@suttle-straus.com
http://www.suttle-straus.com
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
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
Patriot Mortgage Services, LLC
Patriot Mortgage Services, LLC was started with the ideal that the client should always come first. That means educating each and every client about the process of obtaining a mortgage, refinancing, or building the home of your dreams. Our dedicated team of professionals will walk you through the entire home buying process and ensure that you are educated every step of the way. Patriot offers FHA, VA, WHEDA, and conventional programs to fit every need.
1241 Lombardi Access Road, Ste G [
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Green Bay, WI 54304
Ph: 920-965-0700 ext 113
Fax: 920-965-0723
mbushmaker@patriotms.com
www.patriotms.com
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
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
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
Prime Time Lending, Inc.
2625 Development Drive, Suite 30 [
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Green Bay, WI 54311
Ph: 920-347-2200
Fax: 920-347-2201
lauraf@ptlending.net
www.ptlending.net
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
Edward Jones
At Edward Jones, we believe in doing business face to face. We want to get to know your unique financial objectives so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or just acquire extra income to meet monthly expenses, you can expect personalized service and information on investing in quality investments for the long-term. Contact me today to discuss your financial goals.
1732 Fordem Avenue [
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(in Camelot Square)
Madison, WI 53704
Ph: 608-244-8793
Fax: 888-223-6674
audra.schrader@edwardjones.com
http://www.edwardjones.com/en_US/fa/index.html&CIRN=507104
Polaris Wealth Management & North Milwaukee State Bank
Polaris Wealth Management is a branch partner with North Milwaukee State Bank. Our mission is to educate the community on the advantages of financial planning and provide solutions to individuals, families and small business owners. We offer community workshops and seminars geared toward banking, insurance, home ownership and investments.
We are conveniently located at 5630 W Fond Du Lac Avenue 2nd Floor, Milwaukee, WI 53216. For more information please call, 414-466-2344 ext. 147.
5630 W Fond Du Lac Avenue [
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Milwaukee, WI 53216
Ph: 414-466-2344 Extenti
Fax: 414-466-6248
snash@polarisadvice.com
www.nmsbank.com
H&R Block
H&R Block offers a variety of informational programs lead by our top tax professionals. If you would be interested in joining one of these programs or hosting a program please contact Rebecca Schaefer.
Thank you
3701 Durand Ave [
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Racine, WI 53405
Ph: 262-554-5789
Fax: 262-554-5793
rebecca.schaefer@tax.hrblock.com
www.hrblock.com
1st Reverse Financial Services
1st Reverse Financial Services is a subsidiary of Wilmington Savings Funds Society FSB, established in 1832. It is one of the 10 oldest US banks continually operating under the same name. Our team of reverse mortgage specialists are specifically trained to educate people nationwide about reverse mortgage loans and make the process easy. Simply stated reverse mortgage lending is our only business!
Reverse mortgages enable eligible homeowners to access money they have built up as equity in their homes. They are primarily designed to strengthen seniors' personal and financial independence by providing funds without a monthly payment burden, during their liftime in their home.
New changes in HUD regulations will soon provide higher proceeds to homeowners with higher value properties. In addition, some provisions may be forthcoming that will allow for home purchasing.
Wendy Kelly has an extensive background in consumer advocacy and personal financial management.
S1475 [
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Chaseburg, WI 54621
Ph: 608-304-0056
Fax: 630-563-9088
wkelly@1streverse.com
www.1streverse.com
BSI * BaySide Inspections LLC
Please view our web site -
www.baysideinspection.com - Air Quality {MOLD} - Radon Gas - Home Purchases and ongoing inspections to secure your investment
5736 Ledge Crest Road [
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De Pere [Green Bay], WI 54115
Ph: 920-339-8872
rninspect@msn.com
www.baysideinspection.com
Advocate for the "Mathematically-True" Truth in Lending
The Truth in Lending Act of 1968 uses an antiquated, untrue, simple-interest method of computing the Annual Percentage Rate called the NOMINAL APR (NAPR). The mathematically-true APR is the compounded [^] EFFECTIVE APR (EAPR). On a loan for $400 with $120 interest due in 16 days the NAPR is 684% (120/400)x(365/16). The EAPR is 39,650% (((120/400)+1)^(365/16))-1. TILA allows at accuracy of one 1/8% (0.125%). The EAPR is 311,728 of that 0.125%s from the NAPR (39,650%-684%)/0.125%. The Truth in Savings uses the EAPR and calls it the Annual Percentage Yield. TILA should be changed to use the EAPR.
1138 Highway 1 [
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Thibodaux , Louisiana 70301-6193
Ph: 985-447-7744
Fax: 985-447-7744
afblair@internet8.net
Summit Credit Union
4800 American Parkway [
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Madison , WI 53718
Ph: 608-243-5000
amy.crowe@summitcreditunion.com
www.summitcreditunion.com
Summit Credit Union
Summit Credit Union is a not-for-profit cooperative financial institution based in Madison, WI.
4800 American Parkway [
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Madison, WI 53718
Ph: 608-243-5000
amy.crowe@summitcreditunion.com
www.summitcreditunion.com
AnchorBank
AnchorBank is a full-service bank with a wide variety of products and services to meet all your financial needs. Today, AnchorBank is one of the largest financial institutions in the state, proudly serving more than 170,000 households and businesses in 62 Wisconsin communities.
25 W. Main St. [
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Madison, Wisconsin 53703
Ph: 608-252-8862
lfrye@anchorbank.com
www.anchorbank.com
Assured Mortgage, Inc.
Home Mortgage Loans for Wisconsin Home Owners. Assured Mortgage, Inc. is celebrating its 20th anniversary in 2009 and has loan officers in Brookfield, WI, Fond du Lac, WI and Lake Mills, WI for all your home mortgage needs.
464 S. Hickory Street [
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Fond du Lac, WI 54935
Ph: 920-922-7705
Fax: 920-922-8024
mopheim@assuredmortgage.com
www.assuredmortgage.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
