Search results in category Consultants: Advisors and / or Planners

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Found 9 records | Page 1 of 1

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

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

Helping individuals create financial health. Member, First Affirmative Financial Network, LLC.

1012 Massachusetts St Lawrence, Kansas, United States, 66044-3061

phone: view phone(785) 749-3115

e-mail: send an e-mail

Offers investments for socially and environmentally concerned individuals and organizations. Author of "Tending Your Money Garden". Available for talks, seminars, and hourly consultation. Member, First Affirmative Financial Network, LLC.

2012 H St. Ste. 200 Sacramento, California, 95811-3100

phone: view phone(916)444-2233

fax: view fax(916)444-3540


e-mail: send an e-mail

7. Brian Sharpes, CIMA, Sr. VP Investments, UBS Institutional Consulting

in Financial by Brian Sharpes

Investment services to help socially concerned foundations and institutions implement strategies that utilize diversified SRI portfolios of independent managers, ultimately helping preserve and grow their wealth.

2185 N. California Blvd. Ste. 400 Walnut Creek, California, United States, 94596

phone: view phone(800)433-7992 x278

fax: view fax(925)746-0278


e-mail: send an e-mail

8. Barbara Jackson, Western Equity Group, Inc.

in Financial by Barbara Jackson

Fee-based consulting for individuals and small businesses who wish to evaluate their investment choices in terms of enhancing sustainability for the future. Member, First Affirmative Financial Network.

4131 Spicewood Springs Rd. Ste. N-12 Austin, Texas, United States, 78759

phone: view phone(512)407-9586

fax: view fax(877)442-8906

e-mail: send an e-mail

9. Brinker Capital

in Financial by William Miller

1055 Westlakes Dr. 250 19312

phone: view phone(610)407-8398

e-mail: send an e-mail