Search results in category Consultants: Advisors and / or Planners
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President David Kim has been in SRI since 1983 as a founder of Working Assets. Clients’ portfolio investments are customized according to financial and social criteria of each individual client.
Investments and insurance in a way that fits your green and SRI beliefs.
A wealth management firm that serves individuals and foundations that care as much about performance as about
using their wealth to positively impact society.
in Financial by Virginia Moran
Specialist in socially and environmentally responsible investing since 1982. Fee-only financial planning and investment advice. Provides ongoing portfolio management utilizing discount brokerage services and no-load mutual funds.