Search results in category Consultants: Advisors and / or Planners

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Found 15 records | Page 1 of 2

Helps people manage their financial lives, framed by their visions of a healthy world. Careful listening, strategic planning, and a range of socially screened investment options.

1927 Harvard Dr. Louisville, Kentucky, United States, 40205-1829

phone: view phone(800)290-1816

fax: view fax(502)459-9955

website: http://www.justmoneyadviso...

e-mail: send an e-mail

Comprehensive financial planning and asset management with an SRI focus. Financial planning includes: cash flow management, risk management, education, investment, tax, retirement, and estate planning. Member, First Affirmative Financial Network, LLC

24 Arthur Pl. P.O. Box 731 Red Bank, New Jersey, 07701-1708

phone: view phone(732)747-9473

fax: view fax(732)747-9380

e-mail: send an e-mail

Woman-owned business offering a focused Holistic Approach to financial planning with additional expertise in issues of the LBGT community and sustainable investing. Fossil Free Portfolios available. Member, First Affirmative Financial Network, LLC.

7067 East Genesee St. Fayetteville, New York, 13066

phone: view phone(800)318-9780

fax: view fax(315)637-1264

website: http://www.hansensadvisory...

e-mail: send an e-mail

Assists UHNW individuals and institutions in their financial strategies and life goals.

2125 Louisiana Blvd NE Albuquerque, New Mexico, 87110

phone: view phone(800)601-4866

fax: view fax

Provides independent, personalized, values-based financial planning, investment advice, and wealth-management services. Member, First Affirmative Financial Network, LLC.

P.O. Box 208 Frisco, Colorado, 80443-0208

phone: view phone(970)668-5525

fax: view fax

website: http://www.rightpathinvest...

e-mail: send an e-mail

'You can make financially sound decisions without compromising your values.' Integrating core values into fee-based socially responsible investing and financial planning for individuals, trusts, businesses, and nonprofits.

P.O. Box 32577 Baltimore, Maryland, 21282-2577

phone: view phone(800)600-0686

fax: view fax(410)764-6476

website: http://www.firstaffirmativ...

A 'financial coach' who can help maximize your opportunities with investments, insurance, tax, estate, and retirement planning. Building relationships with SRI-focused clients since 1986. Member, First Affirmative Financial Network, LLC.

1-B River Oaks Rd. Westport, Connecticut, 06880-6236

phone: view phone(203)454-3577

fax: view fax(203)454-3577

e-mail: send an e-mail

8. StakeHolders Capital

in Financial by Andrew Bellak

A full service, independent, fee-only investment management firm offering comprehensive financial planning and private investment opportunities. Leaders in ethical investing; 75 years collective experience; committed to promoting the Common Good.

321 Main St. Amherst, Massachusetts, United States, 01002

phone: view phone(888)785-4537

fax: view fax(888)785-4537

website: http://www.stakeholderscap...

e-mail: send an e-mail

9. Steve Baru, VP, Invest., Baru Financial Services

in Financial by Steve Baru

Full-service investment executive. Helps individuals identify financial and social objectives. Matches specific investments with identified objectives after careful analysis of appropriate asset allocation plan. Manages portfolios personally, or assi

13114 W. 125th Terrace Overland Park, Kansas, 66213

phone: view phone(913)402-9244

fax: view fax(913)402-7244

e-mail: send an e-mail

10. Stratford Advisory Group

in Financial by Christine Horvath

Full-service investment consulting firm with over 27 years experience. Assists clients with all aspects of investment program management. Works extensively with clients to create socially responsible investment portfolios. Is a SEC registered investm

500 W. Madison Ste. 2740 Chicago, Illinois, 60661

phone: view phone(312)798-3200

fax: view fax(312)902-1984

website: www.stratfordag.com

e-mail: send an e-mail