Search results in category Consultants: Advisors and / or Planners
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Financial professional with over 30 years investment experience. A Certified Financial Planner since 1987, he is an advocate for a stewardship approach to money, socially responsible and green investments. Member, First Affirmative Financial Network.
Part of a team of SRI consultants, SRI Wealth Management Group at RBC, that conducts long-term investment planning, asset allocation analysis, shareholder advocacy, and third party money manager recommendations and monitoring. Enables clients to use
in Financial by Thomas Ray
Customized comprehensive financial advice and solutions based on your unique goals and values. Tactical approaches to investments, insurance, and annuities is emphasized during these uncertain times. Complimentary initial consultation offered. Member