Who We Are

Community Financial Resources is a solution-provider. We see a world where everyone has the tools needed to have financial stability, protect their assets, and establish a foundation to build wealth. We promote economic justice and fairness by providing financial inclusion solutions based on the latest research, backed by our financial industry partners, and delivered by organizations representing the communities we serve.

Founded in 2003, we take the best of both nonprofit and financial enterprises while remaining grounded in social justice. We are mission-driven and bring expertise from the business world. That’s why we are best suited to take on the challenges of the financial marketplace.

Our team embodies this ideal – bringing a mix of deep experience in financial product development and consumer advocacy to provide high-quality financial tools and services that change lives and promote an inclusive economy. We leverage insights from behavioral economics and public health to help communities set and meet their financial goals.

When we all do better, we all do better.

Our Values

Equity

Creating equal opportunity & eliminating disparate impact.

Integrity

Building and protecting the commonwealth.

Sustainability

"We must make our choice. We may have democracy, or we may have wealth concentrated in the hands of a few, but we can't have both." -Louis Brandeis

Justice

We work to ensure the arc of the moral universe bends toward justice.

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About us

Community Financial Resources is a solution-provider. We see a world where everyone has the tools needed to have financial stability, protect their assets, and establish a foundation to build wealth. We promote economic justice and fairness by providing financial inclusion solutions based on the latest research, backed by our financial industry partners, and delivered by organizations representing the communities we serve.