Search results in category Consultants: Advisors and / or Planners

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1. The Sussman Group

in Financial by Marc Sussman

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.

118 E. 28th St. Ste. 414 New York, New York, United States, 10016

phone: view phone(212)685-4495

fax: view fax(212)685-4489

website: http://www.marcsussman.com

e-mail: send an e-mail

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

345 California St. 29th Fl. San Francisco, California, 94104

phone: view phone(415)445-8304

fax: view fax(415)445-8313

website: http://www.rbcfc.com/sri

e-mail: send an e-mail

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

575 W. College Ave. Ste. 105 Santa Rosa, California, 95401

phone: view phone(707)575-1281

fax: view fax(707)284-2929

website: http://www.progessive-asse...

e-mail: send an e-mail