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.
Investment Advisory Representative of First Affirmative Financial Network, LLC, an independent Registered Investment Advisor. (SEC File #801-56587).
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Phone: (800) 584-7336 Tax ID/EIN: 52-1660746
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