Search results in category Consultants: Advisors and / or Planners
Found 9 records | Page 1 of 1
in Financial by Mark Callaway
Mark provides comprehensive wealth management strategies. He focuses on multi-generational wealth. He designs socially responsible investing portfolios for those who want to truly align their values with their investments.
in Financial by Michael Kramer
Investment advisor exclusively managing SRI opportunities. Firm provides fee-only management and hourly consulting services, since 1985. See the 'Natural Investments LLC' listing in this section. Member, First Affirmative Financial Network, LLC.
Offering comprehensive services & products relating to wealth management, Mary Anne Mayer Redmond, CFP® RFC®, is an independent advisor whose firm specializes in sustainable/socially responsible vision & investments.
Offers financial life planning with an emphasis on ethical investing for clients who want to screen investments to be compatible with their values. Member, First Affirmative Financial Network.
in Financial by Michael Kalas
Serving clients in the mid-Atlantic area, our goal is to help them make better financial decisions by aligning their financial goals with their values.
Marjorie Bennett, CFA, Aegis Capital Management, Inc.
in Financial by Marjorie Bennett
phone: view phone(888)412-3447
Providing portfolio management and financial planning for clients focused on socially responsible and green investments. Community investment specialist.
phone: view phone(626)578-0022
Are you a little business with big ideas? Moxie can help you create systems so bookkeeping becomes a useful tool rather than a hassle. From data entry to CFO, Moxie can help you feel in control of your business