Search results in category Consultants: Advisors and / or Planners
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
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.
in Financial by Jan Bryan
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.
in Financial by Judith Seid
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
in Financial by Joyce Moore
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
SRI inclusive 403b and 401K; comprehensive financial planning services for business, individual, families, and trusts with ESG (Environmental, Social, and Governance) considerations. Member, First Affirmative Financial Network.
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.
in Financial by Jill Hollander
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.
in Financial by Jim Horlacher
'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.
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.