Search results in category Consultants: Advisors and / or Planners
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Fee-based socially responsive financial planning and investment management. Works extensively with church and faith-based folk. Specialty in community-development investing (domestic and international). Member, First Affirmative Financial Network.
Supports a nationwide network of investment professionals specializing in sustainable and responsible investing. Offers unique resources and practical management assistance to financial advisors seeking to grow their practices by working with sociall
A fee-only comprehensive financial planning firm. Services include: investment review and management, retirement planning, estate planning, tax planning, insurance analysis and debt reduction. Specializing in socially responsible investing since 1981
CFP since 1983, offering financial planning and socially responsible fee-based programs managed by FAFN. Also offering annuities, life, and long-term care insurance.
An independent firm providing financial planning and wealth management services specializing in pre-retirement, income planning, business planning, and socially responsible investing.
A full-service, independent, fee-based financial services firm, combining socially responsible investment management and solid financial planning. Personalized financial management with an emphasis on identifying and meeting clients