Financial Services

Equitable Advisors

Contact Name: Daniel Koech

Contact Phone: (817) 347-4042

Address: 801 Cherry St., Suite 2300, Fort Worth, TX 76102

Website: equitable.com

Email: danielkoech@equitable.com

Provide Financial Literacy & Retirement Planning. There is no cost associated with our consultation.

Complimentary consultation to Fort Worth ISD employees!

Women and Investing

403b Client Brochure

Truist Bank

1201 Church St.

Colleyville, TX 76034

Contact: Keisha Allen

Contact Number: 817-918-3138

keisha.allen@truist.com

Truist offers Financial Literacy to all of FWISD employees on topics such as Banking and Budgeting Basics,
Budgeting During a Crisis, Becoming a Homeowner and Business Finance Basics.

All the workshops are free and last about 30-45 minutes.

We also offer Truist One accounts with No Overdraft Fees and $100 negative buffer for those that qualify.

EECU

2025_06_FLY_EducatorsAdvantageChecking.pdf

EECU offers an exclusive checking account designed for educators and school employees.

Get paid up to 2 days early and get a $300 Cash Bonus when you sign up for direct deposit!

Visit eecu.org/educators to open an Educators Advantage Checking Account and experience the EECU Difference: A faster, friendlier experience with solutions designed to help you live better.

For more Information Contact Maribel Moreland, Business Development Specialist at maribel.moreland@eecu.org. Additional terms and conditions apply.

Box Home Loans

Contact: Ben Brown
380 Technology Ct. Suite 200, Lindon, Utah, 84042
Phone: 877-905-0005
E-mail: bbrown@boxhomeloans.com

www.boxhomeloans.com/fwisd

Exclusive Mortgage Discounts for Fort Worth ISD Employees. Use the link provided to Purchase or Refi with Box Home Loans for an exclusive 1/8-point discount off closing costs, not available on our public site. No origination fees. No underwriting fees, no junk fees. Only $499 processing fee. Average savings of $200-$500 in closing costs. Actual savings may vary based on loan amount Discount equal to f/8-point off closing costs. All offers subject to credit, property and loan approval. Equal housing lender, NMLS l0#1359687.

Rate

Phone: (833) 936-0663

E-mail: FWISD@rate.com

FortWorthISD2025

www.rate.com/FWISD

Other perks to our program include:

* Our Rate Realty Connect program that can save them up to $6,000

* Priority loan processing, which means they close quicker!

* A complimentary mortgage review. There is zero cost or obligation to speak with one of our experienced mortgage specialists!

* Your people can share these discounts with their friends and family members.

* We offer HELOC and personal loans too!

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