Search results in category Consultants: Advisors and / or Planners
Found 190 records | Page 2 of 19
in Financial by Catherine Cartier
Values based investing for the individual investor. Member, First Affirmative Financial Network, LLC.
Focus on clients' individual needs, goals, and objectives to deliver comprehensive, objective, and expert investment advice and counsel. Follow a proven approach that helps clients develop a strategic investment plan, investment policy, and monitorin
in Financial by Jan Bryan
Assists clients in obtaining the highest investment value, consistent with their personal values and goals. Builds long-term relationships, provides timely information, and emphasizes straightforward evaluation of goals.
Integrating your values with your financial goals through fee-only, hourly financial planning and socially responsible investment management. Member of the Garrett Planning Network and First Affirmative Financial Network, LLC.
Comprehensive financial planning and highly customized asset management strategies for socially and environmentally conscious investors.
Financial activist serving SRI clients since 1989. Co-authored "Investing with Your Values: Making Money & Making a Difference" (New Society: 2000). Please see 'Natural Investment Services' listing. Member, First Affirmative Financial Network, LLC.
Fee-based non-commission financial planning, investment advisory, and consulting firm serving the NY metropolitan area. Access to wide range of resources, including private money managers, no-load mutual funds, and low-income housing and community de
Former original board member and founding member of the Social Investment Forum. Invests for high-net-worth investors. Estate planner.
in Financial by Aline Autenrieth
Implementing long-term financial strategies for enhancing quality of life, affording the opportunity to make a meaningful contribution; protect the environment, work for justice, foster world peace; nurture your future.
in Financial by Linda Jacobs
Financial planning and SRI management. Customized screening and allocation to reflect clients' life, financial, and social goals. Full spectrum of investments and insurance products (life, disability, long-term care). Accredited investment fiduciary.