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 94710-2554

phone: 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.

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