Search results in category Consultants: Advisors and / or Planners

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Veteran financial advisor, economist and CFP, Greg is considered a thought leader in the field of sustainable and responsible investing. Greg is head of the west coast office and Senior Wealth Advisor with StakeHolders Capital in Santa Monica.

3110 Main Street Annex Building C Santa Monica, California, United States, 90405

phone: view phone(310)526-0171


e-mail: send an e-mail

Twenty-six years in the profession of investment advice with twenty years helping socially concerned investors select and manage social mutual funds and other social investing options. Member, First Affirmative Financial Network, LLC.

635 High Valley Ct. Colorado Springs, Colorado, 80906

phone: view phone(800)279-4944

fax: view fax(719)632-1135

e-mail: send an e-mail

3. The Sussman Group

in Financial by Marc Sussman

Financial professional with over 30 years investment experience. A Certified Financial Planner since 1987, he is an advocate for a stewardship approach to money, socially responsible and green investments. Member, First Affirmative Financial Network.

118 E. 28th St. Ste. 414 New York, New York, United States, 10016

phone: view phone(212)685-4495

fax: view fax(212)685-4489


e-mail: send an e-mail

Investment advisor exclusively managing SRI opportunities. Firm provides fee-only management and hourly consulting services, since 1985. See the 'Natural Investments LLC' listing in this section. Member, First Affirmative Financial Network, LLC.

P.O. Box 390595 Keauhou, Hawaii, United States, 96739-0595

phone: view phone(888)779-1500

fax: view fax(808)443-0643

website: http://www.naturalinvestin...

e-mail: send an e-mail

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.

1510 Walnut St., Ste. E Berkeley, California, 94709-1565

phone: view phone(510)549-8777

fax: view fax(510)649-1622

e-mail: send an e-mail

'Change the world with your investing.' Advice to fiduciaries, trustees; financial planning; investment consulting; shareholder activism; financial, tax, estate, and business transition planning; SRI fee-based portfolio management; 401(k)s; same-sex

1510 Walnut St. Ste. E Berkeley, California, 94709-1565

phone: view phone(510)549-8780

fax: view fax(510)649-1622


e-mail: send an e-mail

We believe the best way to make money for our clients is not to lose it. We are conscientious global investors who consider environmental, social, and governance factors not only for ethical reasons but also as a marker of strong, enduring companies.

50 Congress St. Ste. 1040 Boston, Massachusetts, United States, 02109-4010

phone: view phone(617)742-6666

fax: view fax(617)742-6660


e-mail: send an e-mail

Providing socially responsible portfolio management services for both individuals and institutions. Clients' ethical concerns are fully integrated into the investment management process of each portfolio. Please call us for more information.

256 N. Pleasant St. Amherst, Massachusetts, 01002

phone: view phone(800)972-3289

fax: view fax(413)256-8459

website: http://www.principleprofit...

e-mail: send an e-mail

Full service investment management, brokerage services, and investment planning for socially and environmentally concerned individuals, businesses, and institutions. Traditional commission-based or fee-based arrangements available.

Wells Fargo Advisors . 150 3rd Ave. S., Ste. 2100 Nashville, Tennessee, United States, 37201

phone: view phone(800)621-3245

website: http://www.winnieforrester...

e-mail: send an e-mail

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

604 South King St. Ste. 101 Leesburg, Virginia, 20175

phone: view phone(703)777-5855

fax: view fax(703)777-5893

website: http://www.capitalfiduciar...

e-mail: send an e-mail