Search results in category Financial
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Found 21 records | Page 1 of 3
in Financial by David Bieber
Develops strategies to reduce taxes and maximize cash flow using clients goals. Specializes in employee benefits and 401(k)s. Works with individuals and corporate clients. Member, First Affirmative Financial Network, LLC.
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 David Schreiber
Socially and environmentally responsible investing and financial planning. Member, First Affirmative Financial Network, LLC.
in Financial by Dena Shapiro Frenkel
Combines personalized financial planning strategies and problem solving with sensitivity to client's values. Fully licensed. Areas of experience include asset allocation and pre- and post-retirement planning. Ameriprise Financial Services, Inc. Memb
in Financial by David L. Meucci
'You vote with your dollars, you vote on election day, and you vote with your investments and savings.' Comprehensive socially responsible financial planning.
in Financial by Donna E. Clifford
Investments that align with your values and mission. Full range of investment services. Serving the non-profit, Unitarian Universalist, and GLBT communities. Member, First Affirmative Financial Network, LLC.
in Financial by Dwain Gump
Twenty-six years in the profession of investment advice with twenty years helping socially concerned investors select and manage social mutual funds and other social investing options. Member, First Affirmative Financial Network, LLC.
Built on the fundamental belief that the way you invest matters. We offer mutual funds that let you pursue your financial goals while making a difference worldwide, working for change on issues ranging from sweatshop labor to climate change. For info
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
One of the leading climate change investors in the world. With a world-class in-house research team focusing on this theme, DeAM is an investment industry thought-leader on a broad range of climate change dynamics. Recently created DBCCA, an institut