Search results in category Consultants: Advisors and / or Planners
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in Financial by Linda Jacobs
Financial planning and SRI management. Customized screening and allocation to reflect clients' life, financial, and social goals. Full spectrum of investments and insurance products (life, disability, long-term care). Accredited investment fiduciary.
'Change the world with your investing.' Advice to fiduciaries, trustees; financial planning; investment consulting; shareholder activism; financial, tax, estate, and business transition planning; SRI fee-based portfolio management; 401(k)s; same-sex
in Financial by Laurie Mcclain
'Friendly, personal, and community-based since 1988.' Portfolio management and financial planning. Accredited Investment Fiduciary. Member, First Affirmative Financial Network, LLC.