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Investments in Berkeley, California
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 .
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.
Services
Content Is Currently Under Construction.
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
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Popular Tags
Financial Planner Investment Advice Consultant Retirement Planning Life Insurance Investments Consulting Portfolio Management Socially Responsible Investing
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Contact Information
Direct Email Contact
Mailing Address
1510 Walnut St #E
Berkeley, CA 94709
Telephone/Fax
000-000-0000
Website
Email Contact
You can also email Effective Assets direct by filling out the form on the right.
Effective Assets in Berkeley, CA has a higher trust score for Investments than: