Barry Wind

Overview

Comprehensive, fee-based financial planning and asset management tailored to your unique social and financial goals."Making socially responsible investing and planning work for everyone."

Locations

Maryland
Washington, DC
Virginia
Delaware
West Virginia
Pennsylvania

Contact Information

Chevy Chase, Maryland, 20815

phone: view phone301-646-0609

fax: view fax

website: http://www.thepamgroup.com

Photos

Description

Comprehensive, fee-based financial planning and asset management tailored to your unique social and financial goals."'Making socially responsible investing and planning work for everyone."

Extra fields

1% for Community: Yes

Account Minimums: None

Percent in SRI: 100%

Compliance: Progressive Asset Management Group is the socially responsible investment division of Financial West Group. Securities and investment advisory services offered through Financial West Group. Member FINRA/SIPC. Office of Supervisory Jurisdiction: 1755 Gablehammer Road, Westminster, MD 21157

SRI Services/Products Offered : - Portfolio and Investment Management
- Financial and Retirement Planning
- Health and Disability Insurance
- Annuities
- 401(k) Retirement Plans

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