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Buyer's Guide
Financial Literacy
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4450 Weaver Parkway, Ste. 150 | Warrenville, IL 60555
Mary Westberg Executive Director
Phone: 7205404621 http://www.balancesheetsolutions.org/
Service Areas: Financial Literacy, Asset/Liability Management (ALM), Institutional Investments
P.O. BOX 6026 | Somerset, NJ 08873
General 888-418-CARS (2277) Member Services 888-418-2277
Phone: 732-873-5200 http://www.AutoBuyersNetworkLLC.com
Service Areas: Auto, Auto Buying Service, Financial Literacy, Calculators, Business Continuity
595 Market Street 16th Floor | San Francisco, CA 94108
kdavis@balancepro.org President 800-808-4327
Phone: 7144471110 http://www.balancepro.org
Service Areas: Financial Literacy
1292 South 1510 East | Provo, UT 84606
Morgan Vandagriff Founder
Phone: 801-709-1809 http://www.teachbanzai.com
6700 France Ave. South, Suite 300 | Minneapolis, MN 55435
Jen Joly Marketing & Communications Director
Phone: 8007276397 | Fax: 9529209930 http://www.bluespiremarketing.com
Service Areas: Branding, Direct Marketing, Financial Literacy, Calculators, eStatements
2780 NW Monterey Drive | Corvallis, OR 97330
Jeff Horton Director of Partnerships 541-753-8546
Phone: 5417538546 | Fax: 5417538548 http://brassmedia.com
Service Areas: Advertising, Branding, eMarketing, Print Materials, Financial Literacy
152 Commonwealth Ave. #8 | Concord, MA 01742
Angela Alton Credit Union Outreach Specialist
Phone: 6178692623 https://www.decisionpartners.org/credit_unions/moneyedu.cfm
Service Areas: Financial Literacy, Calculators, Personal Finance Management (PFM) Tools
Jon Floyd Principal 314-433-3013
http://www.floydtapia.net/credit-repair
Service Areas: Financial Literacy, Social Media, Legal Services
38505 Country Club Dr. Ste. 210 | Farmington Hills, MI 48331
Mandy Meinecke Manager of Business Development 248-994-8755
Phone: 2489948755 http://www.greenpath.org
Service Areas: Employee Benefits & Compensation, Financial Literacy
GreenPath Financial Wellness, a national non-profit since 1961, believes that everyone deserves the opportunity to pursue their dreams – whatever they may be. Financial wellness is fundamental to that opportunity. GreenPath has been working in collaboration with Credit Union National Association to serve America’s credit unions for more than 10 years, and has formal partnerships with over 500 credit unions across the country to empower financial health among their members.
8745 Henderson Road, Suite 300 | Tampa, FL 33634
Jonathan DeMayo Business Development Specialist 813-880-5276
Phone: 813-880-5276 | Fax: 813-890-6411 http://www.investfinancial.com
Service Areas: Financial Literacy, Member Estate Planning, Member Financial Planning, Member Insurance, Compliance
9785 Towne Centre Drive | San Diego, CA 92121
James Norwood V.P., Financial Institution Services
Fax: 7043764476 http://www.joinlpl.com
Service Areas: Financial Literacy, Member Insurance, Consulting
250 East Kilbourn Ave Emagic-3rd Floor | Milwaukee, WI 53202
Karen Maierle Marketing Program Manager
http://www.cu.mgic.com
Service Areas: Mortgages, Direct Marketing, Financial Literacy
5710 Mineral Point Road | Madison, WI 53705
Gigi Hyland Executive Director
Phone: 800-356-9655 http://www.ncuf.coop
Service Areas: Financial Literacy, Associations
12015 July Ave N | Hugo, MN 55038
Jeanne Murphy Founder & Growth Strategist 612-616-6861
http://www.strategicsolutions.org
Service Areas: Board Education, Employee Incentive Programs, Employee Training, Financial Literacy, Consulting
27251 State Road 54 Suite B14-212 | Wesley Chapel, FL 33544
Brandon Diehl President 888-901-3091
Phone: 8889013091 http://stratixmarketing.com
Service Areas: Advertising, Marketing, Financial Literacy
331 Thor Place | Brea, CA 92821
James Flores President/CEO
Phone: 714-447-1110 | Fax: 714-447-1113 http://www.subcatmarketing.com
Service Areas: Direct Marketing, Marketing, Financial Literacy