Ian Mcleod, CFP, The Social Equity Group
» Financial -- Consultants: Advisors and/or Planners (325)
Overview
2550 Ninth St. Ste. 204A Berkeley, California, United States 94710-2554Financial 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, F
phone: view phone(800)743-9742 ext. 3
phone 2: view phone
fax: view fax(510)644-9487
website: http://www.socialequity.com
e-mail: send an e-mail
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.
Extra fields
Wholesale Business: No | Retail Sales Business: No | B2B Sales Business: No | Online Sales Business: No | Mail Order Business: No | National Green Pages Sponsor: No | Green Business Network Leader: No
Extra fields
1% for Community No
Account Minimums $5,000 for managed accounts.
The Social Equity Group and Financial West group are unaffiliated entities. Securities and investment advisory services offered through Financial West Group , member FINRA/SIPC.
