Ian Mcleod, CFP, The Social Equity Group
Overview
Financial planning and socially responsible investment management with services for individuals, small businesses and non-profit organizations. Friendly and accessible communication and educational style for both new and seasoned investors.
Contact Information
2550 Ninth St. Ste. 204A Berkeley, California, United States 94710-2554phone: view phone(800)743-9742 ext. 3
fax: view fax(510)644-9487
website: http://www.socialequity.com
Photos
Description
Financial planning and socially responsible investment management with services for individuals, small businesses and non-profit organizations. Friendly and accessible communication and educational style for both new and seasoned investors. Member, First Affirmative Financial Network, LLC.
Extra fields
1% for Community: No
Account Minimums: $5,000 for managed accounts.
Compliance: The Social Equity Group and Financial West group are unaffiliated entities. Securities and investment advisory services offered through Financial West Group , member FINRA/SIPC.
