Search results in category Consultants: Advisors and / or Planners
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Socially Responsible financial management, college savings, IRA account services. Individuals, organizations, and religious communities nationwide. Large clientele in California and Midwest.
in Financial by Robert Shepard
Comprehensive financial and investment planning for individuals, small businesses, nonprofit organizations, and retirement plans, specializing in socially responsible investments. Experienced instructor and speaker on SRI.
Offering all full-service brokerage services of Progressive Asset Management (see separate listing). Twenty five years of investing experience and a lifetime in activism. Member, First Affirmative Financial Network, LLC.
Raeheart Financial has offered Socially Responsible & Impact Investing and Complex Values-Based Financial Planning to Individuals, Small Business Owners and Organizations since 2004. We work with clients in MN, the US and with US citizens abroad.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, se