Search results in category Consultants: Advisors and / or Planners

Subscribe to RSS

Found 10 records | Page 1 of 1

Creating successful investment portfolios begins with a focus on aligning your needs with your goals and risk tolerance. We offer wealth management, investment management, and consulting services.

375 Park Ave. 10th Fl. New York, New York, United States, 10152

phone: view phone(877)PRENTIS

fax: view fax(212)214-3342

website: http://www.Prentis.wfadv.com

e-mail: send an e-mail

Providing socially responsible portfolio management services for both individuals and institutions. Clients' ethical concerns are fully integrated into the investment management process of each portfolio. Please call us for more information.

256 N. Pleasant St. Amherst, Massachusetts, 01002

phone: view phone(800)972-3289

fax: view fax(413)256-8459

website: http://www.principleprofit...

e-mail: send an e-mail

Offering socially and environmentally responsible investing to individuals, businesses, foundations, and institutions. 'We help you align your investments with your values.'

P.O. Box 19525 Asheville, North Carolina, United States, 28815

phone: view phone(877)235-3684

website: http://www.investwithyourv...

e-mail: send an e-mail

Financial advisor proactively seeking sustainable investment solutions (environmental, social, and governance) for individuals, families, and small businesses in meeting financial goals. Member, First Affirmative Financial Network, LLC.

phone: view phone(800)511-0508

fax: view fax(509)267-5404

e-mail: send an e-mail

Specializing in financial planning and socially responsible investing. Member, First Affirmative Financial Network, LLC.

399 E. 10th Ave. Ste. 111 Eugene, Oregon, United States, 97401

phone: view phone(541)345-4400 ...

website: http://www.hathawayfinanci...

e-mail: send an e-mail

We provide a customized sustainable investment program to nonprofits, foundations, and institutions by integrating the mission of the organization into the investment process. Member of First Affirmative Financial Network, LLC.

600 Superior Ave. 26th Fl. Cleveland, Ohio, United States, 44114

phone: view phone(216)736-2815

e-mail: send an e-mail

6. Progressive Asset Management

in Financial by Todd Walker

The nations oldest and largest socially responsible financial services firm, offering the widest selection of socially screened investments.

3754 Lamb Hill Rd Wells, Vermont, United States, 05774-1564

phone: view phone(802) 325-2200

website: www.pamvermont.com

e-mail: send an e-mail

7. Paul Ellis, CFP, JD, Ameriprise Financial Services, Inc.

in Financial by Paul Ellis

Ellis and Associates is a financial advisory practice of Ameriprise Financial Services, Inc.

436 Main Street Ste. 2 Fishkill, New York, 12524

phone: view phone(845)765-8300

fax: view fax(845)896-7521

website: http://www.AmeripriseAdvis...

e-mail: send an e-mail

8. Principled Investing LLC

in Financial by Krista Strohoffer

Empowering investments with Sustainable and Socially Responsible Impact Investing since 1999. Providing retirement, financial and philanthropic planning to individuals, businesses, and nonprofits using ESG criteria.

PO Box 1837 Boulder, Colorado, United States, 80306-1837

phone: view phone(303) 413-6025

website: http://www.PrincipledInves...

e-mail: send an e-mail

Progressive Asset Management

in Financial by Eric Packer

e-mail: send an e-mail