Clearpoint’s Business Development team works to form partnerships in a multitude of industry sectors. This initiative enables Clearpoint to connect to organizations, customers, and employees that can benefit from the agency’s counseling, advisory, and educational services. Our programs provide benefits to the company or organization and address the personal financial challenges of the individual members or employees.
Our team looks forward to creating new partnerships and helping both groups and individuals achieve their financial goals. Be sure to read about our types of partnerships in more detail, but here is a list of what we offer:
An important part of our strategy is to partner with local and national companies and organizations who realize the importance of satisfying the relevant needs of the Hispanic community while embracing cultural sensitivity. All our services are provided by phone, online and face to face in 15 states and in 17 of the 50 largest metropolitan areas in the U.S. These services are provided in English and Spanish by employees representing over 15 Spanish speaking countries.
Over the last five years, we have provided over 220,000 counseling sessions to the Hispanic community. Our leaders are committed to continue offering all our services to the Hispanic community, older Americans, military families as well as other underserved groups nationwide. Our goal is to help them stabilize their financial situation, improve their quality of life, and help these clients develop long term financial empowerment.
Nuestra misión a la comunidad hispana es “Promoviendo la salud del consumidor a través de la educación financiera.”
Our Business Development team looks forward to the opportunity to work with your organization.
Vice President, Industry Relations
Money Management International