Making our business partners stronger.

Financial Wellness

Discover how we put your employees first.
71%
Families who cannot cover six months of bills1
61%
Americans who report having serious financial problems2
51%
Americans who do not have a retirement account3
37%
Americans who spend 3 hours or more each week dealing with issues related to their personal finances4

1Federal Reserve Bulletin. 2Principal Financial Group. 3Kaiser Family Foundation. 4Pricewaterhouse Coopers.

 

Learn how we support your employees and your bottom line

 

Get Started

Studies show that financially savvy employees are happier at home and at work. You get more productivity, less absenteeism and turnover, and some of the happiest employees in our area. Our 100% customizable program delivers financial wellness to your employees at no cost to you - to help your people practice a healthy financial lifestyle that's good for them and your business.

  • 100% CUSTOMIZABLE PROGRAM
  • NO COST TO YOU
  • STUDIES SHOW:
    • Reduced absenteeism
    • Less stress at home = less stress at work
    • Better rentention
    • Increased productivity
    • Stronger community
  • Participating Employers:
  • 21st Century Healthcare
  • A2 Consulting LLC
  • Absorption Systems
  • ACC Staffing
  • ActiMed Laboratories
  • ActivBiotics
  • Adis International
  • Adolor
  • Advanced Biotherapy Inc.
  • Advanced Work Stations Edu
  • Aerotek Scientific
  • Affiliated Computer Svcs (ACS)
  • AIA Philadelphia
  • Allegis Group
  • Alliance Consulting
  • Alteon
  • Alternative Work Environments
  • American Executive Centers
  • American Mail Systems
  • America's Best Contacts
  • AMSEC
  • Aquarium Pharmaceuticals
  • Aramark Corp. (FP UM and UP)
  • Around The Clock
  • Array Architects
  • Assigned Counsel
  • Avance Connections
  • Avidas Pharmaceuticals
  • B. McLaughlin Associates
  • Bachem/Peninsual Laboratories
  • Balfour Beatty Capital Group
  • Ball Plastic Container Operation
  • Barrack Rodos Bacine
  • Barrier Therapeutics
  • BDO USA LLP
  • Beacon BioScience
  • Bearsden Bio Inc.
  • Bella Brothers Construction
  • Berger Montague
  • Bergmann Associates
  • Bio-Imaging Technologies
  • BIOMOL International L.P.
  • BioRexis
  • Blaise Software
  • Blue Bell Inn
  • BOD/Committee mem
  • Bowen Inc.
  • Brighton Marketing
  • Brunswick Adam Lanes
  • Brunswick Erie Lanes
  • C L Rivet Company
  • Calcigen Corporation
  • CardioKine Inc.
  • Care Capital LLC
  • Care to Learn Child Dev Center
  • Casa Gudalupa Center
  • Celltech R D
  • Center for Literacy
  • Channel Marine Construction Inc.
  • Chapel of Four Chaplains
  • Chapman Auto
  • Chiltern
  • Chimicles Tikellis LLP
  • Clarifi
  • Class Concepts
  • Clean Earth Inc
  • Cleaning Unlimited
  • ClinForce
  • Clinical Financial Services
  • Clinical Research Group
  • Club / Association
  • Cognate Therapeutics
  • Colin Ser/Corp Svcs Mgmnt/TUCS
  • Communications Media Inc.
  • Community College of Phila
  • Congregation Beth Yeshua
  • Contract Pharmacy Services
  • CorCell Inc.
  • Corporate Service Mgmt Holdings
  • Covalent Group
  • CPSI IT Consulting
  • Crowne Plaza
  • Defender Association of Phila
  • Delaware County Bar Association
  • Delaware Valley Residential Care
  • Devon Consulting
  • DiBruno Brothers
  • Direct Air
  • Donotass.com
  • Drexel Athletics
  • Duane Morris LLP
  • Dynamic Resources
  • EB Realty Management Corporation
  • EducationWorks
  • Einstein Healthcare Network
  • Encorium Group
  • Endo Auxilium
  • e-Pharma Learning
  • ePharmaSolutions
  • Equal Diagnostics
  • Eros Hosiery
  • eSource
  • Estate
  • e-TELEQUEST
  • Excel Physical Therapy
  • Express Scripts
  • Exude Benefits
  • Eyetech Pharmaceuticals
  • FA Davis Company
  • Facts and Comparisons
  • Falcon Consulting
  • Fernando Suarez Income Tax
  • Fibrocell Science
  • FitCare Life Center
  • Fluidics
  • Franklin Plaza Hair Salon
  • Fresco Painters DC 21
  • Friendly Mortgage
  • Friends Select School
  • Frontage Laboratories
  • G4S Secure Solutions
  • Gaetano?s
  • Genva Pharmaceuticals
  • GlaxoSmithKline (GSK)
  • Gleba Trucking
  • Grandview Medical Research
  • GSK Puerto Rico
  • Harbour Painting
  • Harry Hoch Transport Funeral
  • HDR Inc
  • Heffler Radetich
  • Hersha Hospitality Management
  • HMP Communications
  • Home Care Associates
  • Hope's Country Fresh Cookies
  • Huntingdon Mechanical
  • Hwy Truck Helpers Local 107
  • IBAH Inc.
  • IMS Technology
  • In Vitro Technologies
  • Independence Blue Cross
  • InKine Pharmaceuticals
  • Inspire Pharmaceuticals
  • Instrumentation Technical Svcs
  • Integrated Clinical Systems Inc
  • Interbay Funding
  • Internal Sb1 Use
  • Iroko Pharmaceuticals
  • J W Janitorial Services
  • Jackson Cross Partners
  • Jefferson at the Navy Yard
  • Jefferson Hospital Navy Yard
  • JEVS at Home
  • Johnson Controls
  • Kang Haggerty Fetbroyt LLC
  • Keystone Asset Management
  • Kibow Biotech
  • Laborers District Council
  • Laborers Local 135
  • Laborers Local 332
  • Laborers Local 413
  • Laborers Local 57
  • LexisNexis Health Market Science
  • Liberty Benefits Inc.
  • Liberty Resources Home Choice
  • LifeSensors Inc.
  • Lippincott Williams Wilkins
  • LiquidHub
  • Loews Philadelphia Hotel
  • Lonza
  • Love the Children
  • Lundy Law
  • Magee Rehabilitation
  • Malvern Consulting Group
  • Manko Gold Katcher Fox LLP
  • Marcus Auerbach LLC
  • Mayron Research Laboratories
  • MDS Pharma Services
  • MEDecision
  • Milestone Construction Managemen
  • Milligan Company LLC
  • Miscellaneous
  • Moberg Research
  • Moltec
  • M-Scan
  • 21st Century Healthcare
  • A2 Consulting LLC
  • Absorption Systems
  • ACC Staffing
  • ActiMed Laboratories
  • ActivBiotics
  • Adis International
  • Adolor
  • Advanced Biotherapy Inc.
  • Advanced Work Stations Edu
  • Aerotek Scientific
  • Affiliated Computer Svcs (ACS)
  • AIA Philadelphia
  • Allegis Group
  • Alliance Consulting
  • Alteon
  • Alternative Work Environments
  • American Executive Centers
  • American Mail Systems
  • America's Best Contacts
  • AMSEC
  • Aquarium Pharmaceuticals
  • Aramark Corp. (FP UM and UP)
  • Around The Clock
  • Array Architects
  • Assigned Counsel
  • Avance Connections
  • Avidas Pharmaceuticals
  • B. McLaughlin Associates
  • Bachem/Peninsual Laboratories
  • Balfour Beatty Capital Group
  • Ball Plastic Container Operation
  • Barrack Rodos Bacine
  • Barrier Therapeutics
  • BDO USA LLP
  • Beacon BioScience
  • Bearsden Bio Inc.
  • Bella Brothers Construction
  • Berger Montague
  • Bergmann Associates
  • Bio-Imaging Technologies
  • BIOMOL International L.P.
  • BioRexis
  • Blaise Software
  • Blue Bell Inn
  • BOD/Committee mem
  • Bowen Inc.
  • Brighton Marketing
  • Brunswick Adam Lanes
  • Brunswick Erie Lanes
  • C L Rivet Company
  • Calcigen Corporation
  • CardioKine Inc.
  • Care Capital LLC
  • Care to Learn Child Dev Center
  • Casa Gudalupa Center
  • Celltech R D
  • Center for Literacy
  • Channel Marine Construction Inc.
  • Chapel of Four Chaplains
  • Chapman Auto
  • Chiltern
  • Chimicles Tikellis LLP
  • Clarifi
  • Class Concepts
  • Clean Earth Inc
  • Cleaning Unlimited
  • ClinForce
  • Clinical Financial Services
  • Clinical Research Group
  • Club / Association
  • Cognate Therapeutics
  • Colin Ser/Corp Svcs Mgmnt/TUCS
  • Communications Media Inc.
  • Community College of Phila
  • Congregation Beth Yeshua
  • Contract Pharmacy Services
  • CorCell Inc.
  • Corporate Service Mgmt Holdings
  • Covalent Group
  • CPSI IT Consulting
  • Crowne Plaza
  • Defender Association of Phila
  • Delaware County Bar Association
  • Delaware Valley Residential Care
  • Devon Consulting
  • DiBruno Brothers
  • Direct Air
  • Donotass.com
  • Drexel Athletics
  • Duane Morris LLP
  • Dynamic Resources
  • EB Realty Management Corporation
  • EducationWorks
  • Einstein Healthcare Network
  • Encorium Group
  • Endo Auxilium
  • e-Pharma Learning
  • ePharmaSolutions
  • Equal Diagnostics
  • Equivest Management Inc.
  • Eros Hosiery
  • eSource
  • Estate
  • e-TELEQUEST
  • Excel Physical Therapy
  • Express Scripts
  • Exude Benefits
  • Eyetech Pharmaceuticals
  • FA Davis Company
  • Facts and Comparisons
  • Falcon Consulting
  • Fernando Suarez Income Tax
  • Fibrocell Science
  • FitCare Life Center
  • Fluidics
  • Franklin Plaza Hair Salon
  • Fresco Painters DC 21
  • Friendly Mortgage
  • Friends Select School
  • Frontage Laboratories
  • G4S Secure Solutions
  • Gaetano?s
  • Genva Pharmaceuticals
  • GlaxoSmithKline (GSK)
  • Gleba Trucking
  • Grandview Medical Research
  • GSK Puerto Rico
  • Harbour Painting
  • Harry Hoch Transport Funeral
  • HDR Inc
  • Heffler Radetich
  • Hersha Hospitality Management
  • HMP Communications
  • Home Care Associates
  • Hope's Country Fresh Cookies
  • Huntingdon Mechanical
  • Hwy Truck Helpers Local 107
  • IBAH Inc.
  • IMS Technology
  • In Vitro Technologies
  • Independence Blue Cross
  • InKine Pharmaceuticals
  • Inspire Pharmaceuticals
  • Instrumentation Technical Svcs
  • Integrated Clinical Systems Inc
  • Interbay Funding
  • Internal Sb1 Use
  • Iroko Pharmaceuticals
  • J W Janitorial Services
  • Jackson Cross Partners
  • Jefferson at the Navy Yard
  • Jefferson Hospital Navy Yard
  • JEVS at Home
  • Johnson Controls
  • Kang Haggerty Fetbroyt LLC
  • Keystone Asset Management
  • Kibow Biotech
  • Laborers District Council
  • Laborers Local 135
  • Laborers Local 332
  • Laborers Local 413
  • Laborers Local 57
  • LexisNexis Health Market Science
  • Liberty Benefits Inc.
  • Liberty Resources Home Choice
  • LifeSensors Inc.
  • Lippincott Williams Wilkins
  • LiquidHub
  • Loews Philadelphia Hotel
  • Lonza
  • Love the Children
  • Lundy Law
  • Magee Rehabilitation
  • Malvern Consulting Group
  • Manko Gold Katcher Fox LLP
  • Marcus Auerbach LLC
  • Mayron Research Laboratories
  • MDS Pharma Services
  • MEDecision
  • Milestone Construction Managemen
  • Milligan Company LLC
  • Miscellaneous
  • Moberg Research
  • Moltec
  • M-Scan
  • 21st Century Healthcare
  • A2 Consulting LLC
  • Absorption Systems
  • ACC Staffing
  • ActiMed Laboratories
  • ActivBiotics
  • Adis International
  • Adolor
  • Advanced Biotherapy Inc.
  • Advanced Work Stations Edu
  • Aerotek Scientific
  • Affiliated Computer Svcs (ACS)
  • AIA Philadelphia
  • AIA Philadelphia
  • Allegis Group
  • Alliance Consulting
  • Alteon
  • Alternative Work Environments
  • American Executive Centers
  • American Mail Systems
  • America's Best Contacts
  • AMSEC
  • Aquarium Pharmaceuticals
  • Aramark Corp. (FP UM and UP)
  • Around The Clock
  • Array Architects
  • Assigned Counsel
  • Avance Connections
  • Avidas Pharmaceuticals
  • B. McLaughlin Associates
  • Bachem/Peninsual Laboratories
  • Balfour Beatty Capital Group
  • Ball Plastic Container Operation
  • Barrack Rodos Bacine
  • Barrier Therapeutics
  • BDO USA LLP
  • Beacon BioScience
  • Bearsden Bio Inc.
  • Bella Brothers Construction
  • Berger Montague
  • Bergmann Associates
  • Bio-Imaging Technologies
  • BIOMOL International L.P.
  • BioRexis
  • Blaise Software
  • Blue Bell Inn
  • BOD/Committee mem
  • Bowen Inc.
  • Brighton Marketing
  • Brunswick Adam Lanes
  • Brunswick Erie Lanes
  • C L Rivet Company
  • Calcigen Corporation
  • CardioKine Inc.
  • Care Capital LLC
  • Care to Learn Child Dev Center
  • Casa Gudalupa Center
  • Celltech R D
  • Center for Literacy
  • Channel Marine Construction Inc.
  • Chapel of Four Chaplains
  • Chapman Auto
  • Chiltern
  • Chimicles Tikellis LLP
  • Clarifi
  • Class Concepts
  • Clean Earth Inc
  • Cleaning Unlimited
  • ClinForce
  • Clinical Financial Services
  • Clinical Research Group
  • Club / Association
  • Cognate Therapeutics
  • Colin Ser/Corp Svcs Mgmnt/TUCS
  • Communications Media Inc.
  • Community College of Phila
  • Congregation Beth Yeshua
  • Contract Pharmacy Services
  • CorCell Inc.
  • Corporate Service Mgmt Holdings
  • Covalent Group
  • CPSI IT Consulting
  • Crowne Plaza
  • Defender Association of Phila
  • Delaware County Bar Association
  • Delaware Valley Residential Care
  • Devon Consulting
  • DiBruno Brothers
  • Direct Air
  • Donotass.com
  • Drexel Athletics
  • Duane Morris LLP
  • Dynamic Resources
  • EB Realty Management Corporation
  • EducationWorks
  • Einstein Healthcare Network
  • Encorium Group
  • Endo Auxilium
  • e-Pharma Learning
  • ePharmaSolutions
  • Equal Diagnostics
  • Eros Hosiery
  • eSource
  • Estate
  • e-TELEQUEST
  • Excel Physical Therapy
  • Express Scripts
  • Exude Benefits
  • Eyetech Pharmaceuticals
  • FA Davis Company
  • Facts and Comparisons
  • Falcon Consulting
  • Fernando Suarez Income Tax
  • Fibrocell Science
  • FitCare Life Center
  • Fluidics
  • Franklin Plaza Hair Salon
  • Fresco Painters DC 21
  • Friendly Mortgage
  • Friends Select School
  • Frontage Laboratories
  • G4S Secure Solutions
  • Gaetano's
  • Genva Pharmaceuticals
  • GlaxoSmithKline (GSK)
  • Gleba Trucking
  • Grandview Medical Research
  • GSK Puerto Rico
  • Harbour Painting
  • Harry Hoch Transport Funeral
  • HDR Inc
  • Heffler Radetich
  • Hersha Hospitality Management
  • HMP Communications
  • Home Care Associates
  • Hope's Country Fresh Cookies
  • Huntingdon Mechanical
  • Hwy Truck Helpers Local 107
  • IBAH Inc.
  • IMS Technology
  • In Vitro Technologies
  • Independence Blue Cross
  • InKine Pharmaceuticals
  • Inspire Pharmaceuticals
  • Instrumentation Technical Svcs
  • Integrated Clinical Systems Inc
  • Interbay Funding
  • Internal Sb1 Use
  • Iroko Pharmaceuticals
  • J W Janitorial Services
  • Jackson Cross Partners
  • Jefferson at the Navy Yard
  • Jefferson Hospital Navy Yard
  • JEVS at Home
  • Johnson Controls
  • Kang Haggerty Fetbroyt LLC
  • Keystone Asset Management
  • Kibow Biotech
  • Laborers District Council
  • Laborers Local 135
  • Laborers Local 332
  • Laborers Local 413
  • Laborers Local 57
  • LexisNexis Health Market Science
  • Liberty Benefits Inc.
  • Liberty Resources Home Choice
  • LifeSensors Inc.
  • Lippincott Williams Wilkins
  • LiquidHub
  • Loews Philadelphia Hotel
  • Lonza
  • Love the Children
  • Lundy Law
  • Magee Rehabilitation
  • Malvern Consulting Group
  • Manko Gold Katcher Fox LLP
  • Marcus Auerbach LLC
  • Mayron Research Laboratories
  • MDS Pharma Services
  • MEDecision
  • Milestone Construction Managemen
  • Milligan Company LLC
  • Miscellaneous
  • Moberg Research
  • Moltec
  • M-Scan
  • 21st Century Healthcare
  • A2 Consulting LLC
  • Absorption Systems
  • ACC Staffing
  • ActiMed Laboratories
  • ActivBiotics
  • Adis International
  • Adolor
  • Advanced Biotherapy Inc.
  • Advanced Work Stations Edu
  • Aerotek Scientific
  • Affiliated Computer Svcs (ACS)
  • AIA Philadelphia
  • AIA Philadelphia
  • Allegis Group
  • Alliance Consulting
  • Alteon
  • Alternative Work Environments
  • American Executive Centers
  • American Mail Systems
  • America's Best Contacts
  • AMSEC
  • Aquarium Pharmaceuticals
  • Aramark Corp. (FP UM and UP)
  • Around The Clock
  • Array Architects
  • Assigned Counsel
  • Avance Connections
  • Avidas Pharmaceuticals
  • B. McLaughlin Associates
  • Bachem/Peninsual Laboratories
  • Balfour Beatty Capital Group
  • Ball Plastic Container Operation
  • Barrack Rodos Bacine
  • Barrier Therapeutics
  • BDO USA LLP
  • Beacon BioScience
  • Bearsden Bio Inc.
  • Bella Brothers Construction
  • Berger Montague
  • Bergmann Associates
  • Bio-Imaging Technologies
  • BIOMOL International L.P.
  • BioRexis
  • Blaise Software
  • Blue Bell Inn
  • BOD/Committee mem
  • Bowen Inc.
  • Brighton Marketing
  • Brunswick Adam Lanes
  • Brunswick Erie Lanes
  • C L Rivet Company
  • Calcigen Corporation
  • CardioKine Inc.
  • Care Capital LLC
  • Care to Learn Child Dev Center
  • Casa Gudalupa Center
  • Celltech R D
  • Center for Literacy
  • Channel Marine Construction Inc.
  • Chapel of Four Chaplains
  • Chapman Auto
  • Chiltern
  • Chimicles Tikellis LLP
  • Clarifi
  • Class Concepts
  • Clean Earth Inc
  • Cleaning Unlimited
  • ClinForce
  • Clinical Financial Services
  • Clinical Research Group
  • Club / Association
  • Cognate Therapeutics
  • Colin Ser/Corp Svcs Mgmnt/TUCS
  • Communications Media Inc.
  • Community College of Phila
  • Congregation Beth Yeshua
  • Contract Pharmacy Services
  • CorCell Inc.
  • Corporate Service Mgmt Holdings
  • Covalent Group
  • CPSI IT Consulting
  • Crowne Plaza
  • Defender Association of Phila
  • Delaware County Bar Association
  • Delaware Valley Residential Care
  • Devon Consulting
  • DiBruno Brothers
  • Direct Air
  • Donotass.com
  • Drexel Athletics
  • Duane Morris LLP
  • Dynamic Resources
  • EB Realty Management Corporation
  • EducationWorks
  • Einstein Healthcare Network
  • Encorium Group
  • Endo Auxilium
  • e-Pharma Learning
  • ePharmaSolutions
  • Equal Diagnostics
  • Eros Hosiery
  • eSource
  • Estate
  • e-TELEQUEST
  • Excel Physical Therapy
  • Express Scripts
  • Exude Benefits
  • Eyetech Pharmaceuticals
  • FA Davis Company
  • Facts and Comparisons
  • Falcon Consulting
  • Fernando Suarez Income Tax
  • Fibrocell Science
  • FitCare Life Center
  • Fluidics
  • Franklin Plaza Hair Salon
  • Fresco Painters DC 21
  • Friendly Mortgage
  • Friends Select School
  • Frontage Laboratories
  • G4S Secure Solutions
  • Gaetano?s
  • Genva Pharmaceuticals
  • GlaxoSmithKline (GSK)
  • Gleba Trucking
  • Grandview Medical Research
  • GSK Puerto Rico
  • Harbour Painting
  • Harry Hoch Transport Funeral
  • HDR Inc
  • Heffler Radetich
  • Hersha Hospitality Management
  • HMP Communications
  • Home Care Associates
  • Hope's Country Fresh Cookies
  • Huntingdon Mechanical
  • Hwy Truck Helpers Local 107
  • IBAH Inc.
  • IMS Technology
  • In Vitro Technologies
  • Independence Blue Cross
  • InKine Pharmaceuticals
  • Inspire Pharmaceuticals
  • Instrumentation Technical Svcs
  • Integrated Clinical Systems Inc
  • Interbay Funding
  • Internal Sb1 Use
  • Iroko Pharmaceuticals
  • J W Janitorial Services
  • Jackson Cross Partners
  • Jefferson at the Navy Yard
  • Jefferson Hospital Navy Yard
  • JEVS at Home
  • Johnson Controls
  • Kang Haggerty Fetbroyt LLC
  • Keystone Asset Management
  • Kibow Biotech
  • Laborers District Council
  • Laborers Local 135
  • Laborers Local 332
  • Laborers Local 413
  • Laborers Local 57
  • LexisNexis Health Market Science
  • Liberty Benefits Inc.
  • Liberty Resources Home Choice
  • LifeSensors Inc.
  • Lippincott Williams Wilkins
  • LiquidHub
  • Loews Philadelphia Hotel
  • Lonza
  • Love the Children
  • Lundy Law
  • Magee Rehabilitation
  • Malvern Consulting Group
  • Manko Gold Katcher Fox LLP
  • Marcus Auerbach LLC
  • Mayron Research Laboratories
  • MDS Pharma Services
  • MEDecision
  • Milestone Construction Managemen
  • Milligan Company LLC
  • Miscellaneous
  • Moberg Research
  • Moltec
  • M-Scan
  • Nangellini
  • National Constitution Center
  •  Neff Associates
  • Neotropix
  • New Life Christ Fellw Bap Church
  • NFP
  • None
  • NovaFlora
  • Nucleonics
  • Obermayer Rebmann Maxwell Hippel
  • OSI - Eyetech Phramaceuticals
  • Ovid Tecnhologies
  • Parkinsons Institute
  • Payroll Service Solutions
  • Pennrose Management
  • Pennsylvania SPCA (PSPCA)
  • People Share
  • Perry N Blackman CPA
  • Pfizer Animal Health Group
  • Pharmacair
  • PharmChem
  • Phelan Hallinan Schmieg LLP
  • Philadelphia Bar Association
  • Philadelphia Folksong Society
  • Philadelphia Installations
  • Pitcairn Trust
  • Planned Parenthood SE Penn
  • PlantGenix
  • Precision Collision
  • Primary
  • ProCaveo
  • ProClinical Pharma Services Inc.
  • Profile Armada
  • Progressions Companies Inc
  • Progressions Companies Inc
  • Prosit Print Copy
  • Public House Investments
  • PWI Engineering
  • Quality Air
  • Quality Progressions
  • Quest Diagnostics Inc
  • Resource International
  • Rosenbluth International
  • RSI
  • Sckat Inc
  • SecurElement
  • Security First Title Partners
  • SEIU 32BJ District 1201
  • SEIU 32BJ Mid Atlantic
  • Shaw Environmental
  • Shop Rite-Brown's Superstores
  • Solar Light Company
  • Spring Garden CDC
  • SPring Therapeutics
  • SSH Real Estate
  • Strawberry Mansion Auto
  • TAC Staffing
  • Talamore/ Applecross/ OldYorkCount
  • TargetRx
  • Tarsa Therapeutics
  • TCAssociates/TCMP
  • Team Clean, Inc
  • Teamsters Local 107
  • Teamsters Local 312
  • The Chapel of Four Chaplains
  • The Dubin Group
  • The Energy Coop
  • The Fitness Company
  • The Food Trust
  • The Institute for Health Centere
  • The Welford Group
  • Toplin Associates
  • Tozour Energy Systems
  • Traffic Planning Design
  • Trevena
  • Trust
  • TUCS Cleaning Services
  • Union Packaging
  • Universal Credit Services
  • University of the Sciences
  • VA Medical Center
  • Vincera Institute
  • Volt Services
  • Weight Watchers
  • Williamson Hospitality Services
  • Wills Eye Surgical Centers
  • Wolters Kluwer Health
  • WuXi Apptec
  • Wyndham Philadelphia
  • Wyndmoor Hose Company No. 1
  • Zarwin Baum DeVito
  • Zoetis
  • Nangellini
  • National Constitution Center
  • Neotropix
  • New Life Christ Fellw Bap Church
  • NFP
  • None
  • NovaFlora
  • Nucleonics
  • Obermayer Rebmann Maxwell Hippel
  • OSI - Eyetech Phramaceuticals
  • Ovid Tecnhologies
  • Parkinsons Institute
  • Payroll Service Solutions
  • Pennrose Management
  • Pennsylvania SPCA (PSPCA)
  • People Share
  • Perry N Blackman CPA
  • Pfizer Animal Health Group
  • Pharmacair
  • PharmChem
  • Phelan Hallinan Schmieg LLP
  • Philadelphia Bar Association
  • Philadelphia Folksong Society
  • Philadelphia Installations
  • Pitcairn Trust
  • Planned Parenthood SE Penn
  • PlantGenix
  • Please Touch Museum
  • Precision Collision
  • Primary
  • ProCaveo
  • ProClinical Pharma Services Inc.
  • Profile Armada
  • Progressions Companies Inc
  • Progressions Companies Inc
  • Prosit Print Copy
  • Public House Investments
  • PWI Engineering
  • Quality Air
  • Quality Progressions
  • Quest Diagnostics Inc
  • Resource International
  • Rosenbluth International
  • RSI
  • Sckat Inc
  • SecurElement
  • Security First Title Partners
  • SEIU 32BJ District 1201
  • SEIU 32BJ Mid Atlantic
  • Shaw Environmental
  • Shop Rite-Brown's Superstores
  • Solar Light Company
  • Spring Garden CDC
  • Spring Therapeutics
  • Strawberry Mansion Auto
  •   Sweet Field Inc.
  • TAC Staffing
  • Talamore/ Applecross/ OldYorkCount
  • TargetRx
  • Tarsa Therapeutics
  • TCAssociates/TCMP
  • Teamsters Local 107
  • Teamsters Local 312
  • The Chapel of Four Chaplains
  • The Dubin Group
  • The Energy Coop
  • The Fitness Company
  • The Food Trust
  • The Institute for Health Centere
  • The Welford Group
  • Toplin Associates
  • Tozour Energy Systems
  • Traffic Planning Design
  • Trevena
  • Trust
  • TUCS Cleaning Services
  • Union Packaging
  • Universal Credit Services
  • University of the Sciences
  • VA Medical Center
  • Vincera Institute
  • Volt Services
  • Weight Watchers
  • Williamson Hospitality Services
  • Wills Eye Surgical Centers
  • Wolters Kluwer Health
  • WuXi Apptec
  • Wyndham Philadelphia
  • Wyndmoor Hose Company No. 1
  • Zarwin Baum DeVito
  • Zoetis
  • Nangellini
  • National Constitution Center
  • Neotropix
  • New Life Christ Fellw Bap Church
  • NFP
  • None
  • NovaFlora
  • Nucleonics
  • Obermayer Rebmann Maxwell Hippel
  • OSI - Eyetech Phramaceuticals
  • Ovid Tecnhologies
  • Parkinsons Institute
  • Payroll Service Solutions
  • Pennrose Management
  • Pennsylvania SPCA (PSPCA)
  • People Share
  • Perry N Blackman CPA
  • Pfizer Animal Health Group
  • Pharmacair
  • PharmChem
  • Phelan Hallinan Schmieg LLP
  • Philadelphia Bar Association
  • Philadelphia Folksong Society
  • Philadelphia Installations
  • Pitcairn Trust
  • Planned Parenthood SE Penn
  • PlantGenix
  • Precision Collision
  • Primary
  • ProCaveo
  • ProClinical Pharma Services Inc.
  • Profile Armada
  • Progressions Companies Inc
  • Progressions Companies Inc
  • Prosit Print Copy
  • Public House Investments
  • PWI Engineering
  • Quality Air
  • Quality Progressions
  • Quest Diagnostics Inc
  • Resource International
  • Rosenbluth International
  • RSI
  • Sckat Inc
  • SecurElement
  • Security First Title Partners
  • SEIU 32BJ District 1201
  • SEIU 32BJ Mid Atlantic
  • Shaw Environmental
  • Shop Rite-Brown's Superstores
  • Solar Light Company
  • Spring Garden CDC
  • SPring Therapeutics
  • SSH Real Estate
  • Strawberry Mansion Auto
  • TAC Staffing
  • Talamore/ Applecross/ OldYorkCount
  • TargetRx
  • Tarsa Therapeutics
  • TCAssociates/TCMP
  • Teamsters Local 107
  • Teamsters Local 312
  • The Chapel of Four Chaplains
  • The Dubin Group
  • The Energy Coop
  • The Fitness Company
  • The Food Trust
  • The Institute for Health Centere
  • The Welford Group
  • Toplin Associates
  • Tozour Energy Systems
  • Traffic Planning Design
  • Trevena
  • Trust
  • TUCS Cleaning Services
  • Union Packaging
  • Universal Credit Services
  • University of the Sciences
  • VA Medical Center
  • Vincera Institute
  • Volt Services
  • Weight Watchers
  • Williamson Hospitality Services
  • Wills Eye Surgical Centers
  • Wolters Kluwer Health
  • WuXi Apptec
  • Wyndham Philadelphia
  • Wyndmoor Hose Company No. 1
  • Zarwin Baum DeVito
  • Zoetis
  • Nangellini
  • National Constitution Center
  • Neotropix
  • New Life Christ Fellw Bap Church
  • NFP
  • None
  • NovaFlora
  • Nucleonics
  • Obermayer Rebmann Maxwell Hippel
  • OSI - Eyetech Phramaceuticals
  • Ovid Tecnhologies
  • Parkinsons Institute
  • Payroll Service Solutions
  • Pennrose Management
  • Pennsylvania SPCA (PSPCA)
  • People Share
  • Perry N Blackman CPA
  • Pfizer Animal Health Group
  • Pharmacair
  • PharmChem
  • Phelan Hallinan Schmieg LLP
  • Philadelphia Bar Association
  • Philadelphia Folksong Society
  • Philadelphia Installations
  • Pitcairn Trust
  • Planned Parenthood SE Penn
  • PlantGenix
  • Precision Collision
  • Primary
  • ProCaveo
  • ProClinical Pharma Services Inc.
  • Profile Armada
  • Progressions Companies Inc
  • Progressions Companies Inc
  • Prosit Print Copy
  • Public House Investments
  • PWI Engineering
  • Quality Air
  • Quality Progressions
  • Quest Diagnostics Inc
  • Resource International
  • Rosenbluth International
  • RSI
  • Sckat Inc
  • SecurElement
  • Security First Title Partners
  • SEIU 32BJ District 1201
  • SEIU 32BJ Mid Atlantic
  • Shaw Environmental
  • Shop Rite-Brown's Superstores
  • Solar Light Company
  • Spring Garden CDC
  • SPring Therapeutics
  • SSH Real Estate
  • Strawberry Mansion Auto
  • TAC Staffing
  • Talamore/ Applecross/ OldYorkCount
  • TargetRx
  • Tarsa Therapeutics
  • TCAssociates/TCMP
  • Teamsters Local 107
  • Teamsters Local 312
  • The Chapel of Four Chaplains
  • The Dubin Group
  • The Energy Coop
  • The Fitness Company
  • The Food Trust
  • The Institute for Health Centere
  • The Welford Group
  • Toplin Associates
  • Tozour Energy Systems
  • Traffic Planning Design
  • Trevena
  • Trust
  • TUCS Cleaning Services
  • Union Packaging
  • Universal Credit Services
  • University of the Sciences
  • VA Medical Center
  • Vincera Institute
  • Volt Services
  • Weight Watchers
  • Williamson Hospitality Services
  • Wills Eye Surgical Centers
  • Wolters Kluwer Health
  • WuXi Apptec
  • Wyndham Philadelphia
  • Wyndmoor Hose Company No. 1
  • Zarwin Baum DeVito
  • Zoetis
 

Financial Education tools for your employees

 

Program Materials

Your employees are a vital part of your company. By improving your employee's financial lives, we can help improve their days at work. The 100% customizable, no-cost program delivers Ardent Financial Education to your workplace.

Break the debt cycle, and use your money for what’s most important to you – retirement, a dream vacation, or a down payment on a house.


Whatever your goal, we’ll give you the tools to help you get there.

Take charge. Learn what goes into your credit report and how to improve your credit score.

Learn about the home buying process, including negotiating tips, smart home shopping, working within your budget, finding the right agent for you, and much more.

Retire with confidence. Start early, and find out how to avoid the pitfalls along the way.

Tailored toward parents and college-bound students, participants will learn the costs associated with and the importance of saving for college education.

Foundation for smart money management begins at an early age. This fun presentation instills the virtues of simple saving, responsible spending, and giving back, to kids ages 7-12 and designed to engage them throughout the presentation.

This frank, yet casual discussion on saving, spending, and planning for one’s future, is developed for young adults, ages 13-18. It is also meant to introduce and distinguish credit unions from banks, providing them with options on where to put their money.

A step-by-step guide to auto-buying aimed at helping you navigate the twists and turns of the car-buying experience and drive the conversation, on your terms.

Retirement on your mind? This workshop discusses decisions you need to make for and during retirement. It covers myriad topics from pension and social security options to Medicare and other retirement plans.

Family always comes first. Accidents and tragic events favor for no one. Learn all you need to know about Long-Term Care Insurance and get covered!

Choosing the right investment for your maturing CD is not as easy as playing the old children’s rhyme.  Find out your alternatives, their benefits and drawbacks. It’s your money. It’s your decision.

The ever-changing landscape of today’s economy impacts your retirement. This workshop will help guide you through the market’s uncertainties and help you stay on course or get you back on track.

These days, more women work, live longer, and make financial decisions for themselves and their families. Join us for discussions on investments and money management principles.

Planning for the inevitable should be part of living. Unless, you want someone else to make decisions for you and your family, learn all you need to know about estate planning before it’s too late.

 

Here's what you need to know

 

Noteworthy News

 

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Meet Our Team

 

Team Bios

Joseph Campese headshot

VP, BUSINESS DEVELOPMENT

Joe has more than 30 years of experience in the financial services industry and more than 18 years in the credit union movement – with ties to numerous charitable organizations and volunteer programs. So, he knows his stuff. He was born and raised in Philadelphia and currently reside in Sicklerville, NJ and happily married to his wife Delores and a very proud Dad of two children - Joseph and Stefanie. Joe enjoys reading, golfing, traveling, and spending time with family and friends.

Oh, and of course, he's ardent about his family and good 'ol USA!

Joy Cooper headshot

Market Manager, Upper Providence Branch Office

When it comes to business, our seasoned market manager, Joy, is well… all business (and the occasional fun)!

With a bachelor’s degree in science from St. Joseph’s University and years working in the tough business-to-business world, Joy was ready to take on the challenges in the credit union space when she joined Ardent in 2000. She has been helping making members’ dreams come true ever since.

She and her husband Mike, daughter Sarah, son Michael, and their ever growing legions of pets now reside in suburban Philadelphia. No, they’re not building an ark. And no, there are no 40 days and 40 nights of continuous rain in the near future, either. They just love animals! Joy loves to travel, swim, and fish with the family. Growing up, she was the proud winner of a local bubble blowing contest. Hhhmmm, okay then.

Latica Battle headshot

Market Manager, Philadelphia Navy Yard Branch Office

A professional, energetic, and enthusiastic individual, Latica is the branch goddess for our Navy Yard location – tirelessly scoping, developing, refining, and redefining ARDENT Credit Union's market strategy in the area.

With a degree in business administration from Georgia Southern University, Latica confidently leads her team of Ardent ambassadors, and her resume clearly reflects her decades long dedication and commitment to member services, lending, and retail banking.

Finding a great community niche and a church home at Mount Calvary Baptist in New Jersey, she settled right into a new way of life, with her best friend and loving husband and children – Anthony and Aaryn. As you can imagine, Latica is ardent about family and finances – hers, and yours!

Lisette Kelly headshot

Market Manager, Spring Garden Branch Office

As a Latina and business professional, Lissette takes special pride in dealing with members of diverse ethnic and cultural backgrounds. She’s our highly motivated, driven, church-going, and passionate market manager for the Spring Garden location – unapologetically promoting awareness and growth of the credit union and maintaining long-lasting relationships with our members and business partners.

She comes home to her husband in Merchantville, New Jersey. She’s a loving mother to her kids, Enrique and Serena D’Liz. When not at work, she makes a mean arroz con gandules and bistec encebollado with some plátanos! As Lissette would say, "Yo soy ardiente sobre mi familia y mis miembros!"

Maria Haig headshot

Branch Operations Manager, Oaks Branch

Maria has been a credit union advocate for more than 15 years. Reaching out and helping companies and individuals in our community improve their financial wellbeing is not just a job to her; it’s her mission.

Her success is a testament to the many members and business partners that have benefited from joining Ardent Credit Union.

Maria resides in Montgomery County with her husband Paul and children Shannon, Christina, Kimberly, and Paul. She enjoys family vacations at the Jersey and Maryland shore points and watching her son’s baseball, basketball, and soccer games, as well as attending Phillies games. Where does she find time to take a break? We don’t know.

William Crosswell headshot

Market Manager, Oaks Branch

Will comes to Ardent armed with a Bachelor of Arts degree from Clemson University and years of business development experience from another credit union in South Carolina. Before joining Ardent, he worked on political campaigns in Washington, D.C.; Greenville, SC; and Denver, CO – serving in positions ranging from field coordinator, political director, to campaign manager. He’s also served on numerous boards for organizations in South Carolina and here in Philadelphia.

Now residing in the City of Brotherly Love and happily married, he enjoys spending time with his wife Lindsay, daughter Geneva, and pug Hubbard. He loves to travel, as well as get involved in home beer brewing and was once a trivia host for a local restaurant in SC.

 

Connect With Us

 

Contact Form

Improve your employees' finances with the Ardent Financial Wellness Program for your workplace. Call 215.569.3700 or businessdevelopment@ardentcu.org. We'll work together to customize a program for your company and employees.