Search results in category Consultants: Advisors and / or Planners
Found 190 records | Page 3 of 19
in Financial by Susan Hansen
Woman-owned business offering a focused Holistic Approach to financial planning with additional expertise in issues of the LBGT community and sustainable investing. Member, First Affirmative Financial Network, LLC.
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.
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.
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.
in Financial by Christopher Peck
We offer sustainable portfolio management and personalized investments advice, holistic financial planning, and leadership in helping to relocalize the food and investment process. Member, First Affirmative Financial Network, LLC.
in Financial by Kathy Stearns
Fee-only financial planning and sustainable investment management to individuals, couples, and families to help align financial lives with goals and values. Member, First Affirmative Financial Network, LLC.
in Financial by Michael Kramer
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.
in Financial by Robert Shepard
Comprehensive financial and investment planning for individuals, small businesses, nonprofit organizations, and retirement plans, specializing in socially responsible investments. Experienced instructor and speaker on SRI.
in Financial by Joyce Moore
Retirement and estate planning since 1991, with an emphasis on SRI. Comprehensive services include asset mangement, financial planning, asset allocation, social screening, life, disability, and long term care insurance. Compensation: hourly, or perce
in Financial by David Schreiber
Socially and environmentally responsible investing and financial planning. Member, First Affirmative Financial Network, LLC.