Search results in category Consultants: Advisors and / or Planners

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Found 20 records | Page 1 of 2

Focus on clients' individual needs, goals, and objectives to deliver comprehensive, objective, and expert investment advice and counsel. Follow a proven approach that helps clients develop a strategic investment plan, investment policy, and monitorin

604 South King St. Ste. 101 Leesburg, Virginia, 20175

phone: view phone(703)777-5855

fax: view fax(703)777-5893

website: http://www.capitalfiduciar...

e-mail: send an e-mail

Investment advice and brokerage services to individuals, families, businesses, and nonprofits. Building long-term relationships with clients who are personally committed to investing in a socially responsible manner.

5775 Wayzata Blvd. Ste. 700 Minneapolis, Minnesota, 55416-1233

phone: view phone(888)333-2166

fax: view fax(952)541-0845


e-mail: send an e-mail

Assists clients in obtaining the highest investment value, consistent with their personal values and goals. Builds long-term relationships, provides timely information, and emphasizes straightforward evaluation of goals.

P.O. Box 10550 Prescott, Arizona, 86304-0550

phone: view phone(888)240-5913

fax: view fax

e-mail: send an e-mail

Integrating full-service financial and life planning with SRI individualized portfolio management since 1992. Retirement planning; fee-based asset management; real estate 1031 exchanges; 401(k)s; IRAs; and life, disability, and long-term care insuran

9001 Grossmont Blvd. Ste. 718 San Diego, California, 91941-4031

phone: view phone(888)698-4330

fax: view fax(619)698-0430

website: http://www.bluesummitinves...

e-mail: send an e-mail

Retirement and estate planning since 1991, with an emphasis on SRI. Comprehensive services include asset mangement, financial planning, asset allocation, social screening, life, disability, and long term care insurance. Compensation: hourly, or perce

P.O. Box 175 Macungie, Pennsylvania, 18062-0175

phone: view phone(610)966-6127

fax: view fax(610)966-6128


e-mail: send an e-mail

Comprehensive financial planning for the progressive investor. I help you make informed financial decisions in a collaborative, educational, and non-judgmental atmosphere. Fee-only. Socially responsible mutual funds and community investments.

5614 Welkin Ct. Durham, North Carolina, United States, 27713

phone: view phone(919)321-0606


e-mail: send an e-mail

A fee-only financial services company whose mission is to help our clients integrate their values and images of the future with their financial resources.

21 Tamal Vista Blvd. Ste. 105 Corte Madera, California, 94925

phone: view phone(415)924-1091

fax: view fax

website: http://www.financialconnec...

e-mail: send an e-mail

'Let's make your values the foundation of your financial plans.' Specialties: fee-only SRI, inheritance and charitable planning, high-impact community investing. Member, First Affirmative Financial Network, LLC.

8965 Tomashaw St. Shawnee Mission, Kansas, 66219

phone: view phone(800)341-0528

fax: view fax

website: http://www.firstaffirmativ...

e-mail: send an e-mail

A consulting firm with a holistic approach to integrating each client's personal values with their financial objectives. Our expertise is emphasized on the distribution phase of retirement planning. Member, First Affirmative Financial Network, LLC.

1481 Brooks Rd. P.O. Box 868 Greensboro, Georgia, 30642

phone: view phone(877)355-3050

fax: view fax(706)486-4218


e-mail: send an e-mail

A Registered Investment Advisor and fee-only investment management firm. Works with individuals, institutions, their money, and their choices, offering services that include portfolio management and advisory consultation. Primary focus is to provide

2701 N.W. Vaughn St. Ste. 455 Portland, Oregon, United States, 97210-5343

phone: view phone(503)242-1125

fax: view fax(503)242-4275

e-mail: send an e-mail