Search By Keyword In Your City, State or Zip Code

 

Get your business more Local Search presence in just a few easy steps...

learn more here

Financial Planner in Berkeley, California

Effective Assets

Effective Assets - Be The First To Review! (no reviews)

000-000-0000

activate listing

1510 Walnut St #E Berkeley CA 94709

email a friend

Business Description


Specializing in Socially Responsible Investing (SRI) for over 25 years, Effective Assets provides goal-oriented, fee-based financial planning to individuals, families and business owners. Our services include values-based retirement and life planning, SRI portfolio management, and investment consulting to non-profits and social enterprises. At Effective Assets we assist our clients in using their investments to create a more prosperous and sustainable future for themselves, their families and the world. 'We serve people who wish to use their investments to help change the world for the better.'We have been specializing in socially responsible investing (SRI) for families and individuals and mission-based investing for organizations for a cumulative 31 years.

Mission Statement

To provide Berkeley quality Financial assistance as a Financial Planner, Investment Advice, Financial Consultant and Retirement Planning.

Effective Assets meeting your Financial needs since .


Reviews


starstarstarstarempty star

Be the first to Write A Review for Effective Assets.


Effective Assets is a financial planner located in Berkeley, CA. Their professional insurance agents and financial planners offer a wide variety of services for your business or personal needs.

Effective Assets offers retirement planning, financial consulting, socially responsible investing, investment advice, life insurance, portfolio management, financial consulting, investments, financial planning, and many more.

For more information on Effective Assets, please call (510) 549-8780 or visit their website at effectiveassets.com to view more financial services.

Serving Area:

Berkeley

County

Alameda

Serving Zip Code:

94709

Latitude

37.8799056


Longitude

-122.2684561


Year Established


Payments Accepted

Specialties:

Financial Planner

Investment Advice

Financial Consultant

Retirement Planning

Life Insurance

Investments

Financial Consulting

Portfolio Management

Financial Planning

Socially Responsible Investing


Read More

Citations


star star star star empty star

This listing has no public user content.


Effective Assets Photo Gallery
Updated as of 3/12/2024

Hover over thumbnail to enlarge image

Financial Planner in Berkeley, California Investment Advice in Berkeley, California Financial Consultant in Berkeley, California Retirement Planning in Berkeley, California
Life Insurance in Berkeley, California Investments in Berkeley, California Financial Consulting in Berkeley, California Portfolio Management in Berkeley, California
Financial Planning in Berkeley, California Socially Responsible Investing in Berkeley, California Financial Planner in Berkeley, California Investment Advice in Berkeley, California
Effective Assets Photo


No coupons available at this time

Contact Information

Direct Email Contact

Mailing Address

1510 Walnut St #E
Berkeley, CA 94709



Telephone/Fax

000-000-0000
activate listing



Website



Email Contact


You can also email Effective Assets direct by filling out the form on the right.

Please enter the 6 letters shown below in the right box

Effective Assets in Berkeley, CA has a higher trust score for Financial Planner than:

1510 Walnut St #E, Berkeley, CA 94709