Search results in category Consultants: Advisors and / or Planners

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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

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 you express your beliefs and ideals through your investments. Full line-up of SRI products including mutual funds, ETFs, and managed accounts.

1308 Monterey St. # 250 San Luis Obispo, California, 93401

phone: view phone(866)262-7253

fax: view fax(805)595-1822


e-mail: send an e-mail

Azzad has been managing socially responsible portfolios since 1997. We sponsor a wrap program for retail clients who demand a comprehensive investment solution using asset allocation, rebalancing, socially responsible screening and a unique broker pl

3141 Fairview Park Dr. Ste. 460 Falls Church, Virginia, United States, 22042

phone: view phone(703)207-7005 x101

fax: view fax(703)852-7478


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Firm's mission is to help individuals and organizations achieve responsible financial management, as well as a greater sense of security and a legacy of goodwill. SEC-registered investment advisory firm offering tailored programs combining financial

100 Stone Quarry Crossing 811 Camp Horne Rd. Pittsburgh, Pennsylvania, 15237

phone: view phone(800)899-3880

fax: view fax(412)536-8088

website: http://www.alleghenyfinanc...

e-mail: send an e-mail

7. Acclaro Wealth Management

in Financial by Ryan Wells

Acclaro is derived from the Latin verb acclaro, which means to reveal or, more specifically, to clarify. We first work with you to clarify what's truly important about life to you and then design a plan with your ideal life as the focus.

1850 Mt. Diablo Blvd. Suite 401 Walnut Creek, California, United States, 94596

phone: view phone(925)939-5607

fax: view fax(925)939-5609


e-mail: send an e-mail

8. Asiel and Associates

in Financial by Ahouva Steinhaus

A full-service independent financial services firm since 1985. Specializes in socially and environmentally responsible investing and retirement planning, and life and long-term care insurance. Member, First Affirmative Financial Network.

P.O. Box 81969 San Diego, California, 92138-1969

phone: view phone(800)760-2840

fax: view fax(619)640-0960

website: http://www.ahouvasteinhaus...

e-mail: send an e-mail

9. Allan W. Moskowitz, CFP, AIF, Investing with Heart Wealth Management

in Financial by Allan W. Moskowitz

Fee-based asset & active risk management, advice, and financial planning for individuals, small businesses and non-profits. Member, First Affirmative Financial Network, LLC.

2606 Vale Rd. San Pablo, California, United States, 94806

phone: view phone(510)215-6700

website: http://www.investingwithhe...

e-mail: send an e-mail