Self-Help Credit Union should be first on your 10 best CU list. Your deposits help support reducing poverty with dignity. Self-Help CU has been helping reduce poverty for several decades and have offices around the state, Oakland, Vallejo, San Francisco, San Jose. They make significant differences in people's lives.
Go beyond just moving your bank accounts and credit cards from the big Wall St. banks. We help our clients move IRA's, 401k's, 403b's, etc. into more Sustainable, Responsible, Impact (SRI) investments, including fossil-free portfolios. We can customize your portfolio with your values in mind and still get competitive returns. We are fee-only, and have helped concerned folks like you for over 25 years. The world needs you now more than ever. How you invest makes a difference.
Free initial consultations to review your portfolio and answer your questions. So why wait? Visit our website at www.investingwithheart.com We are Transformative Wealth Management, LLC, a CA independent Registered Investment Advisor, CRD #283660
Check out the attachment to see how we are working on current issues of concern to us all.
Together we can!