Search results in category Consultants: Advisors and / or Planners
Found 190 records | Page 1 of 19
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.
Helping individuals create financial health. Member, First Affirmative Financial Network, LLC.
Professional member and investment advisor representative of First Affirmative Financial Network, LLC, an independent investment advisory firm registered with the SEC specializing in socially responsible investing.
Cutting edge, hands-on, SRI-only Registered Investment Advisor. Community and regenerative investment specialists. Founded by the Brills, co-authors of 'Investing with Your Values'. Creator of the NIS Social RatingSM (the 'Heart' rating). Serve famil
in Financial by David Bieber
Develops strategies to reduce taxes and maximize cash flow using clients goals. Specializes in employee benefits and 401(k)s. Works with individuals and corporate clients. Member, First Affirmative Financial Network, LLC.
Full service financial planning and investment management for socially-concerned clients. Emphasize tactical asset allocation and active risk management to address on-going global challenges and opportunities.
Member of First Affirmative Financial Network, a nationwide network of investment professionals specializing in socially and environmentally responsible investing. Member, First Affirmative Financial Network.
A wealth management firm that serves individuals and foundations that care as much about performance as about
using their wealth to positively impact society.
SRI inclusive 403b and 401K; comprehensive financial planning services for business, individual, families, and trusts with ESG (Environmental, Social, and Governance) considerations. Member, First Affirmative Financial Network.
'We can help align your investment needs with personal values and societal concerns.' Offering a full range of financial services and management of SRI portfolios.