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Financial Literacy

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GreenPath Financial Wellness

Alloya Investment Services

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

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Auto Buyers Network (ABN)

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

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BALANCE

595 Market Street16th Floor | San Francisco, CA 94108

kdavis@balancepro.org
President
800-808-4327

Phone: 7144471110
http://www.balancepro.org

Service Areas: Financial Literacy

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Banzai / Third Degree

1292 South 1510 East | Provo, UT 84606

Morgan Vandagriff
Founder

Phone: 801-709-1809
http://www.teachbanzai.com

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
http://www.bluespiremarketing.com

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

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Brass|Media

PO Box 1220 | Corvallis, OR 97339

Jeff Horton
Director of Partnerships
541-753-8546

Phone: 5417538546 | Fax: 5417538548
http://brassmedia.com

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

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Decision Partners LLC

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

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Floyd Tapia and Associates

3002 S Jefferson Avenue Suite 2019 | Saint Louis, MO 63118

Jon Floyd
Principal
314-433-3013

http://www.floydtapia.net/credit-repair

Service Areas: Financial Literacy, Social Media, Legal Services

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GreenPath Financial Wellness

36500 Corporate Drive | 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.

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INVEST Financial

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

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LPL Financial Services

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

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MGIC - Mortgage Guaranty Insurance Corporation

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

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National Credit Union Foundation

5710 Mineral Point Road | Madison, WI 53705

Gigi Hyland
Executive Director

Phone: 800-356-9655
http://www.ncuf.coop

Service Areas: Financial Literacy, Associations

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Strategic Solutions

12015 July Ave N | Hugo, MN 55013

Jeanne Murphy
Founder & Growth Strategist
612-616-6861

http://www.strategicsolutions.org

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

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STRATIX Marketing

5322 Primrose Lake Circle, Suite D | Tampa, FL 33647

Brandon Diehl
President
888-901-3091

Phone: 8889013091
http://stratixmarketing.com

Service Areas: Advertising, Marketing, Financial Literacy

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Subcat Marketing

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

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