I'd like to recommend Jennifer Johnsrud of Team Wealth Investments. She lives and works in Amherst, is our advisor, and is a good friend. Her firm is fee-only and we have developed a socially responsible investment (SRI) or 'values driven' portfolio customized to our preferences. Her firm also uses an independent, third party company to benchmark performance more accurately called Investment Scorecard which is included as part of the service. Here's a link to their web site: http://www.teamwealthinvestments.com/ Andrew Andrew Bellak President fundraising and corporate responsibility consulting Andrew at stakeholdersinc.com 413-549-4589 home / office 646-552-5783 mobile "You must be the change you want to see in the world" - Mohandas Gandhi -----Original Message----- From: hidden-discuss-bounces at lists.hidden-tech.net [mailto:hidden-discuss-bounces at lists.hidden-tech.net] On Behalf Of Bruce G. Hooke Sent: Thursday, January 25, 2007 6:25 PM To: hidden-discuss at lists.hidden-tech.net Subject: [Hidden-tech] Financial Planner Hello all, I have a friend who is looking for a financial planner in the valley (ideally near Amherst (or in the Worcester area)) who can help her with some retirement planning. She is a social worker and does not have tons of money so she needs someone who is not too expensive. She does not need someone "fancy" because she does not have the kinds of complex issues that people with more money tend to run into. I'd like to avoid sending her to someone who also offers investment services and the like because she needs to be sure she is getting advice that is not biased towards some service or investment the person is trying to sell. I realize this will mean paying the person up front. She is distinctly left-leaning in her politics so someone who can understand that perspective would be good! Many thanks, Bruce Hooke -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.hidden-tech.net/pipermail/hidden-discuss/attachments/20070127/9f54e1bf/attachment-0005.html -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/jpeg Size: 2268 bytes Desc: not available Url : http://lists.hidden-tech.net/pipermail/hidden-discuss/attachments/20070127/9f54e1bf/attachment-0006.jpe