Search results in category Consultants: Advisors and / or Planners
Found 20 records | Page 1 of 2
in Financial by Susan Taylor
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.
in Financial by Scott M. Buttfield
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
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.
See more information at: www.pwa.ml.com/prickettandassociates
in Financial by Steven Smith
Provides independent, personalized, values-based financial planning, investment advice, and wealth-management services. Member, First Affirmative Financial Network, LLC.
in Financial by Stephen J. Siegel
'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.
in Financial by S. David Bue
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.
We work collaboratively as a team of SRI specialists across the country to provide comprehensive wealth management advisory services and access to cutting edge investments to meet our clients' targeted financial and impact objectives.