Search results in category Consultants: Advisors and / or Planners

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Found 224 records | Page 1 of 23

President David Kim has been in SRI since 1983 as a founder of Working Assets. Clients’ portfolio investments are customized according to financial and social criteria of each individual client.

3450 Geary Blvd. Ste. 203 United States, 94118

phone: view phone(800)366-8700

website: http://www.visioncapitalin...

e-mail: send an e-mail

Supports a nationwide network of investment professionals specializing in sustainable and responsible investing. Offers unique resources and practical management assistance to financial advisors seeking to grow their practices by working with sociall

5475 Mark Dabling Blvd. Ste. 108 Colorado Springs, Colorado, United States, 80918

phone: view phone(877)542-8583 x101

fax: view fax(303)648-5805

website: http://www.FirstAffirmativ...

e-mail: send an e-mail

Fee-only financial planning and sustainable investment management to individuals, couples, and families to help align financial lives with goals and values. Member, First Affirmative Financial Network, LLC.

P.O. Box 488 Boise, Idaho, United States, 83701

phone: view phone(208)350-6557


Member of First Affirmative Financial Network, a nationwide network of investment professionals specializing in socially and environmentally responsible investing. Member, First Affirmative Financial Network.

P.O. Box 1299 Indian Rocks Beach, Florida, 33785-1299

phone: view phone(800)456-6625

fax: view fax(727)595-5162

e-mail: send an e-mail

We offer sustainable portfolio management and personalized investments advice, holistic financial planning, and leadership in helping to relocalize the food and investment process. Member, First Affirmative Financial Network, LLC.

1330 Gumview Rd. Windsor, California, United States, 95492

phone: view phone(877)241-0703

website: http://www.naturalinvesmen...

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Values based investing for the individual investor. Member, First Affirmative Financial Network, LLC.

1814 Franklin St. Ste. 503 Oakland, California, United States, 94612

phone: view phone(800)471-7244

fax: view fax(510)380-6662


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Helps people manage their financial lives, framed by their visions of a healthy world. Careful listening, strategic planning, and a range of socially screened investment options.

1927 Harvard Dr. Louisville, Kentucky, United States, 40205-1829

phone: view phone(800)290-1816

fax: view fax(502)459-9955

website: http://www.justmoneyadviso...

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Advises foundations, nonprofits, and individuals on long-term investment and wealth management strategies, customized sustainable investing, advocacy, community investing and philanthropy consulting. Helps clients to reflect their values in their inv

1801 13th St. Ste. 100 Boulder, Colorado, 80302

phone: view phone800-367-3052

fax: view fax303-441-5370

e-mail: send an e-mail

Mark provides comprehensive wealth management strategies. He focuses on multi-generational wealth. He designs socially responsible investing portfolios for those who want to truly align their values with their investments.

3280 Peachtree Rd. NE Ste. 1900 Atlanta, Georgia, 30305

phone: view phone(404)264-4288

fax: view fax(404)935-9851

website: http://www.fa.smithbarney....

e-mail: send an e-mail