Search results in category Consultants: Advisors and / or Planners

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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

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

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

175 Derby St. Ste. 24 Hingham, Massachusetts, 02043-4060

phone: view phone(781)740-1199

fax: view fax(781)740-1822


e-mail: send an e-mail

Socially Responsible financial management, college savings, IRA account services. Individuals, organizations, and religious communities nationwide. Large clientele in California and Midwest.

6 Captain Dr. Ste. 446 Berkeley, California, 94608

phone: view phone(888)880-0886


e-mail: send an e-mail

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."

Chevy Chase, Maryland, 20815

phone: view phone301-646-0609

fax: view fax


e-mail: send an e-mail

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

24 Arthur Pl. P.O. Box 731 Red Bank, New Jersey, 07701-1708

phone: view phone(732)747-9473

fax: view fax(732)747-9380

e-mail: send an e-mail

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.

5775 Wayzata Blvd. Ste. 700 Minneapolis, Minnesota, 55416-1233

phone: view phone(888)333-2166

fax: view fax(952)541-0845


e-mail: send an e-mail

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.

1150 Schurman Dr. S Ste. 111 Salem, Oregon, 97302-5899

phone: view phone(503)991-5379

fax: view fax(503)689-1755


e-mail: send an e-mail

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.

8305 SE Monterey Ave. Ste. 216 Portland, Oregon, 97086

phone: view phone(503)656-1644

fax: view fax(503)656-1645


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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

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

phone: view phone(510)549-8275

fax: view fax(510)649-1622

e-mail: send an e-mail

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.

22 The Landmark Northfield, Illinois, 60093

phone: view phone(312) 504-3833

fax: view fax

website: http://www.investorscapita...

e-mail: send an e-mail