Search results in category Consultants: Advisors and / or Planners
Found 14 records | Page 1 of 2
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.
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
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.
Former original board member and founding member of the Social Investment Forum. Invests for high-net-worth investors. Estate planner.
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
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 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 Jan Schorey
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
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.
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.