no credit card required  No credit card. No commitment.
 5000 plus G2 reviews  5000+ G2 reviews
Company logo

MoneyWISE Financial

MoneyWISE Financial


MoneyWISE Financial's financial review

Employees

1


MoneyWISE Financial information

MoneyWISE was created to help people "Dream Courageously & Plan Intentionally". Our focus is to bring financial competency to the consumer through strategic partnerships in the education, corporate, and church environment. MoneyWISE is led by Brandon Miller - a financial veteran since 2004, who has worked with both consumers, churches and businesses in both the banking and financial planning indus...
MoneyWISE was created to help people "Dream Courageously & Plan Intentionally". Our focus is to bring financial competency to the consumer through strategic partnerships in the education, corporate, and church environment. MoneyWISE is led by Brandon Miller - a financial veteran since 2004, who has worked with both consumers, churches and businesses in both the banking and financial planning industries. Our corporate planning solutions include: Employee Financial Wellness Program & Workshops. And, is a no to low cost solution for employers to add value to their employees financial lives, resulting in increased job performance. Our church planning solutions include: Bookkeeping and CFO Services Stewardship & Generosity InitiativesFinancial Workshop SeriesCapital Funding InitiativesLegacy PlanningOur consumer one-on-one planning solutions include: Cash Flow PlanningDebt EliminationCredit RestorationInsurance and Investment Reviews - no sales, only recommendations and referrals. MoneyWISE has developed onsite workshops on essential and relevant topics that will reduce financial stress, improve financial health, and position people to see their courageous dreams through intentional planning become a reality. These workshops, in partnership with strategic community partners) include, but are not limited to:Financial Planning 101Cash Flow PlanningDebt Consolidation & EliminationCredit (Consumer and Business)RetirementRisk (Insurance) PlanningHome Buyers New ParentsEstate/Will Elder Care/Long-Term Care/Special Needs CareLets talk about how we can partner with you to be a resource in these areas. For a no pressure - no obligation discussion, call Brandon at 404-290-0050 or email monthlybudgetcoach@gmail.com

MoneyWISE Financial industries

Financial services

MoneyWISE Financial's financial review

Employees

1

Technologies

Email Providers
Hosting
Advertising Networks

Notable Alumni

Prospect on LinkedIn

Find verified emails and direct dial mobile numbers of contacts on LinkedIn, and sync them with your CRM instantly
Download ExtensionRepresents linkedin prospector
Browse Apollo's Directories

Why our clients choose Apollo

“Apollo completely changed the game for us. It allowed us to identify relevant targets that are ready to scale and reach out to them at the exact right time.”
Image of Erik Straub

Erik Straub

Head of Product, Kickfurther

“Using Apollo.io, we've solved the biggest problem for every business, the lead problem. We are now constrained by sales time and no longer lack interested prospects.”
Image of Michael Transon

Michael Transon

CEO, Victorious

Apollo gives you all the company insights you need

Free to get started, easy to add your whole sales team, commit to monthly or annual plans. We make it easy to get started.