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  • Backer / Robo-advisor for 529 Plans – Build, Manage, and Grow Savings

    Brand:Backer
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    • Backer is a Robo-advisor for your 529 plans helping you manage, monitor, and find low-cost funds for your child’s educational expenses.
    • Get started in 5 minutes and discover the best plans and tax savings.
  • Personal Capital / Wealth Management and Human Advisors

    • Personal Capital Wealth Management is a fee-based investment advisory service with access to human advisors.
    • Get a free analysis of your investments and speak with an advisor.
  • Tally Pay Off Credit Card Debt / Debt Manager & Consolidation

    Brand:Tally
    • Tally is an automated debt manager that makes it easy to save money, manage credit cards, and pay down balances faster.
    • Consolidate credit card balances with a line of credit and make only one payment.
    • No fees. Apply with a soft credit inquiry, not impacting your score.
  • Aspiration Spend & Save Account with a Conscious

    • Aspiration Spend and Save is a cash management service with a socially conscious mission.
    • Deposits won’t fund fossil fuel exploration or production.
    • 55,000 free in-network ATMs.
    • 3-5% cashback on Conscience Coalition purchases.
    • Pay what is fair. You decide.
  • Payoff Credit Card Consolidation Loan / Soft Inquiry

    Brand:Payoff
    • Payoff credit card consolidation loan helps you pay off debt faster with a lower interest rate and one simple monthly payment.
    • Keep all your credit cards and no card closure required.
    • Checking rate will not impact your credit score.

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