Search results in category Consultants: Advisors and / or Planners

Subscribe to RSS

Found 9 records | Page 1 of 1

Fee-only financial planning and sustainable investment management to individuals, couples, and families to help align financial lives with goals and values. Member, First Affirmative Financial Network, LLC.

P.O. Box 488 Boise, Idaho, United States, 83701

phone: view phone(208)350-6557


Member of First Affirmative Financial Network, a nationwide network of investment professionals specializing in socially and environmentally responsible investing. Member, First Affirmative Financial Network.

P.O. Box 1299 Indian Rocks Beach, Florida, 33785-1299

phone: view phone(800)456-6625

fax: view fax(727)595-5162

e-mail: send an e-mail

Advises foundations, nonprofits, and individuals on long-term investment and wealth management strategies, customized sustainable investing, advocacy, community investing and philanthropy consulting. Helps clients to reflect their values in their inv

1801 13th St. Ste. 100 Boulder, Colorado, 80302

phone: view phone800-367-3052

fax: view fax303-441-5370

e-mail: send an e-mail

Financial planning and investment advisory services including SRI/ESG investing to assist clients in reaching their financial objectives. Over30 years working with SRI/ESG investing.

3300 Edinborough Way #610 Edina, Minnesota, United States, 55435

phone: view phone(952)885-9088

fax: view fax(952)887-2949


e-mail: send an e-mail

Full service financial planning and investment management for socially-concerned clients. Emphasize tactical asset allocation and active risk management to address on-going global challenges and opportunities.

170 Wilson Way Larkspur, California, United States, 94939

phone: view phone(415)924-2148

fax: view fax(877)735-8623


e-mail: send an e-mail

'Helping you to make financial decisions based on your values.' Providing fee-based planning, advisory services, and commission-based transactions. Member, First Affirmative Financial Network, LLC.

413 Grant Ave., Ste. B Santa Fe, New Mexico, United States, 87501

phone: view phone(505)982-9661

fax: view fax(425)799-6903


e-mail: send an e-mail

Provides services and advice to individuals, small businesses, and nonprofits. Each client's unique goals and circumstances are used to develop and implement their financial plan.

1822 Arapahoe St. Golden, Colorado, United States, 80401

phone: view phone(888)378-3886

fax: view fax(888)378-3281

website: http://www.coloradosustain...

e-mail: send an e-mail

9. Kathryn L. Maffei, CFP, LPL Financial

in Financial by Kathryn L. Maffei

Client-centered financial planning and investment management geared towards individuals, families, and small-business owners. 25+ years of experience, specializing in SRI since 1986.

1656 Massachusetts Ave. Lexington, Massachusetts, 02420

phone: view phone(781)863-8100

fax: view fax(781)863-6305


e-mail: send an e-mail