[Hidden-tech] Financial Planner

[andrew bellak]

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 

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