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Buyer's Guide

Financial Literacy

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CUSO Financial Services, L.P. GreenPath Financial Wellness

Auto Buyers Network (ABN)

P.O. BOX 6026 | Somerset, NJ 08873

General 888-418-CARS (2277)
Member Services

Phone: 732-873-5200

Service Areas: Auto, Auto Buying Service, Financial Literacy, Calculators, Business Continuity

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595 Market Street 16th Floor | San Francisco, CA 94108

Phone: 7144471110

Service Areas: Financial Literacy

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Balance Sheet Solutions, LLC

4450 Weaver Parkway, Ste. 150 | Warrenville, IL 60555

Mary Westberg
Executive Director

Phone: 800-782-2431 | Fax: 630-276-2697

Service Areas: Financial Literacy, Asset/Liability Management (ALM), Institutional Investments

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Banzai / Third Degree

1292 South 1510 East | Provo, UT 84606

Morgan Vandagriff

Phone: 801-709-1809

Service Areas: Financial Literacy

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Bluespire Strategic Marketing

6700 France Ave. South, Suite 300 | Minneapolis, MN 55435

Jen Joly
Marketing & Communications Director

Phone: 8007276397 | Fax: 9529209930

Service Areas: Branding, Direct Marketing, Financial Literacy, Calculators, eStatements

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2780 NW Monterey Drive | Corvallis, OR 97330

Jeff Horton
Director of Partnerships

Phone: 5417538546 | Fax: 5417538548

Service Areas: Advertising, Branding, eMarketing, Print Materials, Financial Literacy

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CUSO Financial Services, L.P.

10150 Meanley Dr., 1st Floor | San Diego, CA 92131

Connie Gregory
SVP, Business Development

Phone: 8586864724 | Fax: 8585301929

Service Areas: Financial Literacy, Member Financial Planning, Member Retirement Planning, Retail Investments

CFS provides customized investment, insurance and financial advisory services to a credit union's members, based on the terms and conditions of an individually-tailored agreement. In addition, CFS provides the extensive program, sales and marketing support needed to grow revenues meaningfully and expand services efficiently. 

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Floyd Tapia and Associates

Jon Floyd

Service Areas: Financial Literacy, Social Media, Legal Services

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GreenPath Financial Wellness

38505 Country Club Dr. Ste. 210 | Farmington Hills, MI 48331

Mandy Meinecke
Manager of Business Development

Phone: 2489948755

Service Areas: Employee Benefits & Compensation, Financial Literacy

GreenPath Financial Wellness is a national non-profit working to "Remix the American Dream so that it works for everyone." Since 1961, GreenPath has focused on counseling and educating credit union members to manage debt, prepare for large purchases, and make informed financial decisions. GreenPath has been working in collaboration with Credit Union National Association to serve America's credit unions for more than 10 years.

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INVEST Financial

8745 Henderson Road, Suite 300 | Tampa, FL 33634

Jonathan DeMayo
Business Development Specialist

Phone: 813-880-5276 | Fax: 813-890-6411

Service Areas: Financial Literacy, Member Estate Planning, Member Financial Planning, Member Insurance, Compliance

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LPL Financial Services

9785 Towne Centre Drive | San Diego, CA 92121

James Norwood
V.P., Financial Institution Services

Fax: 7043764476

Service Areas: Financial Literacy, Member Insurance, Consulting

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MGIC - Mortgage Guaranty Insurance Corporation

250 East Kilbourn Ave Emagic-3rd Floor | Milwaukee, WI 53202

Karen Maierle
Marketing Program Manager

Service Areas: Mortgages, Direct Marketing, Financial Literacy

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National Credit Union Foundation

5710 Mineral Point Road | Madison, WI 53705

Gigi Hyland
Executive Director

Phone: 800-356-9655

Service Areas: Financial Literacy, Associations

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Strategic Solutions

12015 July Ave N | Hugo, MN 55038

Jeanne Murphy
Founder & Growth Strategist

Service Areas: Board Education, Employee Incentive Programs, Employee Training, Financial Literacy, Consulting

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STRATIX Marketing

27251 State Road 54 Suite B14-212 | Wesley Chapel, FL 33544

Brandon Diehl

Phone: 8889013091

Service Areas: Advertising, Marketing, Financial Literacy

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Subcat Marketing

331 Thor Place | Brea, CA 92821

James Flores

Phone: 714-447-1110 | Fax: 714-447-1113

Service Areas: Direct Marketing, Marketing, Financial Literacy

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