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Communitas Financial Planning

When you need to trust your financial planner to align finances with values, come to Communitas, the socially responsible choice. We provide financial planning services—retirement and estate, insurance, budgeting, and investment management—to working and middle-class people, and non-profits and businesses. As a fee-only firm, we don’t take commissions, so we can guide you with sustainable…

Categories: Marketing/Merchandising, Finance and Banking
Topics: financial planner, financial planning, san francisco fee only, san francisco financial planner, socially responsible investing

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communitasfinancial.com
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