Search results in category Financial
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Found 21 records | Page 1 of 3
1. David Bieber, MBA, MS, Employee Benefit Consultant
in Financial by David Bieber
(0 reviews)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.
phone: view phone(314)993-8881
fax: view fax(314)567-4872
e-mail: send an e-mail
2. Dennis Scully, Essex Securities, LLC
in Financial by Dennis Scully
(0 reviews)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.
phone: view phone(312) 504-3833
fax: view fax
website: http://www.investorscapita...
e-mail: send an e-mail
3. David Schreiber, CFP, Progressive Asset Management Group
in Financial by David Schreiber
Socially and environmentally responsible investing and financial planning. Member, First Affirmative Financial Network, LLC.
phone: view phone(800)327-7003
fax: view fax(877)570-2540
website: http://www.PAMGROUPBoston.com
e-mail: send an e-mail
4. Dena Shapiro Frenkel, CRPC, Fin. Adv., Ameriprise Financial
in Financial by Dena Shapiro Frenkel
(0 reviews)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
phone: view phone(410)461-4270
fax: view fax(410)461-6750
website: http://www.ameripriseadvis...
e-mail: send an e-mail
5. David L. Meucci, CFP, ChFC, Progressive Asset Management
in Financial by David L. Meucci
(0 reviews)'You vote with your dollars, you vote on election day, and you vote with your investments and savings.' Comprehensive socially responsible financial planning.
phone: view phone(707)824-0605
fax: view fax(707)824-8521
e-mail: send an e-mail
6. Donna E. Clifford, Investment Consultant, Rainbow Solutions, Inc.
in Financial by Donna E. Clifford
(0 reviews)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.
phone: view phone(781)391-6455
fax: view fax(781)483-3633
website: http://www.rainbowsolution...
e-mail: send an e-mail
7. Dwain Gump, CFP, First Affirmative Financial Network
in Financial by Dwain Gump
(0 reviews)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.
phone: view phone(800)279-4944
fax: view fax(719)632-1135
e-mail: send an e-mail
8. Domini Social Investments LLC
in Financial by Amy Domini
(0 reviews)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
phone: view phone(800)225-3863
fax: view fax
website: http://www.domini.com
e-mail: send an e-mail
9. David Dobkin, CFP, AIF, First Affirmative Financial Network
in Financial by David Dobkin
(0 reviews)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
phone: view phone(510)549-8275
fax: view fax(510)649-1622
e-mail: send an e-mail
10. DB Climate Change Advisors, Deutsche Asset Mgmt.
in Financial by Bruce Kahn
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
phone: view phone(212)454-3017
fax: view fax(212)454-0524
website: www.dbcca.com
e-mail: send an e-mail
