LearnVest

LearnVest Logo
Point of Contact (Public)
George Lambert
Phone Number
617.794.0485
Email Address glambert@learnvest.com

Key Features

Type
For-Profit
Service(s) Offered
Debt Management Services
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Online Financial Management Tools
Savings Products & Services
Short-Term Loans & Accrued Wage Advances
Geography Served
National
Pricing Options
Employer pays for service
Size of Employer Served
Large, 1000+ Employees
Are services accessible for non-English speaking employees?
Yes
Description

LearnVest's goal is to make financial planning affordable and accessible. LearnVest's definition of financial wellness is the ability to feel confident about your money, and optimistic about your future, by having access to the proper technology as well as human support. It requires having a simple, actionable, and realistic financial plan that is personalized to the individual and focuses on protection, optimization, and growth. The LearnVest@Work Program integrates dedicated, phone-based financial planners; award winning mobile tools; and multimedia financial education content. The Program also offers employer benefits optimization.

 

The Center for Social Development and Prosperity Now do not endorse, sponsor or promote any of the products or services offered by providers in the Workplace Financial Wellness Services Directory. These services have not been tested or evaluated by the Center for Social Development or Prosperity Now, and the descriptions have been provided by the service providers themselves. Employers should exercise caution and due diligence to ascertain the appropriateness, quality and value of these products and services.

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