Search results in category Consultants: Advisors and / or Planners
Found 224 records | Page 3 of 23
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
Provides consulting services to nonprofit organizations and foundations regarding portfolio management. Assists fiduciaries in establishing investment policy statements, asset allocation guidelines, and spending policies. Provides performance analyse
Socially Responsible financial management, college savings, IRA account services. Individuals, organizations, and religious communities nationwide. Large clientele in California and Midwest.
Comprehensive, fee-based financial planning and asset management tailored to your unique social and financial goals."Making socially responsible investing and planning work for everyone."
in Financial by Scott M. Buttfield
Comprehensive financial planning and asset management with an SRI focus. Financial planning includes: cash flow management, risk management, education, investment, tax, retirement, and estate planning. Member, First Affirmative Financial Network, LLC
Investment advice and brokerage services to individuals, families, businesses, and nonprofits. Building long-term relationships with clients who are personally committed to investing in a socially responsible manner.
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.
Helping clients reach goals and take the next step in reflecting their core values in their investments, financial planning, retirement planning, and estate planning. Member, Progressive Asset Management and First Affirmative Financial Network, LLC.
in Financial by David Dobkin
A 'general practitioner' financial planner. Background in cohousing development has contributed to understanding of real estate issues. Especially interested in retirement planning and community investing. Treasurer of Bay Area Social Investment For
Provides fee-only and flat-fee options. Clients often have faith traditions. Services include a full range of financial planning including retirement, education, life goals, etc.