samallery

We are a financial advisory firm, providing financial planning, investment management, and insurance consulting services to a broad target audience from Millennials to Boomers and even some Great Generation (the largest demographic is pre-retirees, 50-65). We are a values-based organization. We offer socially responsible investments, where investments are aligned with the client's personal, social, or religious values. Our goal is to be a part of a global transformation of consciousness, environment, and economy. The brand should be sophisticated (to reflect our breadth of service to high net work clients, and our quality standards), but not pretentious. We are more focused on quality of service and the intrinsic value of our service than on growing revenue. On a personal level, I am no-nonsense, no-pretense, authentic, and accessible. I'm truly concerned about the little guy as well as the big whale. I'm also known for being thorough. I have high standards of excellence.

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