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TOP 30 Sustainable investing in Boston, MA
8 results found
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Progressive Asset Management/Boston
Progressive Asset Management/Boston is a leading finance institution located at 47 River Street in Wellesley, Massachusetts. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert advice. With a focus on sustainability and social responsibility, we offer a range of services including wealth management, retirement planning, and investment portfolio management. Trust Progressive Asset Management/Boston to provide you with the guidance and support you need to secure your financial future.
Artemis Financial Advisors
Artemis Financial Advisors is a boutique finance institution located at 115 Newbury Street in Boston, Massachusetts, United States. We specialize in highly personalized financial planning, sustainable investing, and wealth management services as an independent, fiduciary, and fee-only firm. Our clients receive the same expertise found in large institutions but with the individual focus and care that only a boutique advisory firm can provide. Each financial plan we create is tailored to the specific needs, goals, and concerns of our clients. Whether you are an individual, couple, professional starting your career, going through a transition, or nearing retirement, we offer targeted recommendations to help you achieve your long-term objectives.
Leyton USA
Located at 2 Avenue de Lafayette in Boston, Massachusetts, Leyton USA is a finance institution dedicated to helping businesses boost their financial future through cost segregation, §45L, and §179D incentives. With a focus on empowering businesses to access sustainability incentives, navigate state and local tax complexities, and qualify for R&D tax credits, Leyton offers a wide range of services for over 65 industries. Whether you're an architect, engineer, contractor, or multi-state business looking to invest in skilled labor, improve manufacturing efficiency, or adapt to technology trends, Leyton can help you discover potential tax credits and incentives. By partnering with Leyton, you can learn how to better adapt to rising operational costs, irregular cash flows, and budget constraints while reinvesting in your business for future endeavors.
Merrill Lynch Financial Advisor Diane I Rooney
Merrill Lynch Financial Advisor Diane I Rooney is located at 100 Federal Street in Boston, Massachusetts, United States. Diane's service model focuses on helping clients translate their dreams and goals into reality, providing greater confidence in planning their financial lives. With over 30 years of experience in the financial services industry, Diane offers personalized financial advice and resources from a world-class firm. She holds advanced certifications, including the Certified Financial Planner designation, and specializes in sustainable, responsible, and impact investing. Diane believes in volunteering to strengthen communities and enjoys skiing, tennis, surfing, scuba diving, and international travel. At Merrill Lynch Wealth Management, Diane focuses on understanding each client's unique goals and priorities, offering personalized financial approaches to help achieve their aspirations. By listening carefully and asking thoughtful questions, Diane designs and implements personalized plans to help clients manage, grow, and preserve their wealth. She regularly reviews and adjusts financial approaches to reflect changes in clients' lives and the financial markets.
Merrill Lynch Financial Advisor Matthew P. Hart
Merrill Lynch Financial Advisor Matthew P. Hart is a finance institution located at 100 Federal Street in Boston, Massachusetts, United States. With a focus on helping clients achieve sustainable financial independence, Matt joined Merrill Lynch Wealth Management in 2005 and has since developed a personalized approach to financial planning. He works with private clients, families, entrepreneurs, founders, and key associates at public and private companies to prioritize goals and implement strategies that adapt to evolving life circumstances. Matt is a CERTIFIED FINANCIAL PLANNER (CFP) certificant and holds the Certified Plan Fiduciary Advisor (CPFA) designation. He collaborates with clients' other professional advisors to develop integrated strategies that aim to mitigate tax liabilities and preserve legacies. With a team of experienced professionals at Merrill Lynch, Matt focuses on building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, he helps clients document personalized plans centered on their goals and aspirations. By understanding what matters most to each individual, Matt designs and implements personalized plans to help manage investment risk and pursue financial goals. He believes in an approach that turns goals into reality, addressing issues such as future health care expenses, college planning, business ownership, and wealth transfer. With access to the resources of Merrill and Bank of America, Matt works with clients to develop financial approaches tailored to their specific needs. The institution offers personalized financial solutions, regular reviews to track progress, and adjustments to financial approaches as clients' lives and goals change. Through ongoing conversations, the team at Merrill Lynch Wealth Management strives to help clients achieve their financial goals and address fluctuations in the market.
Sun Life Financial
Sun Life Financial, located at 800 Boylston Street in Boston, Massachusetts, is a finance institution dedicated to keeping their clients' personal data safe and secure. They offer a range of financial services and are committed to preventing type 2 diabetes through awareness and education. Sun Life's annual meeting is scheduled for May 9, where clients can participate virtually or in-person. They have a strong focus on sustainability, with investments in clean and renewable energy projects. The institution values diversity and inclusivity, seeking outstanding individuals to join their team from all backgrounds. Sun Life acknowledges the Indigenous territories and treaties on which they operate, showing their commitment to honoring and supporting Indigenous communities. Join Sun Life in their purpose-driven mission to support clients through life's most important moments and make a positive impact in the world.
Six Sigma Global Institute
Six Sigma Global Institute, located at 265 Franklin Street in Boston, Massachusetts, is a trusted institution with over 100,000 professionals and leading organizations seeking Lean Six Sigma certification courses. These courses offer a pathway to professional growth and expertise in process optimization methodologies, enhancing problem-solving abilities and decision-making skills. The institution offers certification levels for beginners, intermediate team members, and advanced leaders initiating continuous improvement projects. With accreditation from CPD, SHRM, and PMI A.T.P, SSGI's Lean Six Sigma certification programs are recognized globally by top organizations such as Walmart, Amazon, Maersk, and Humana. Professionals looking to transform their career trajectory can choose from various Professional Career Track Certification Bundles, earning multiple accredited certifications and professional development credits. SSGI offers fully online and self-paced training developed by industry expert Prof. Barry Shore PhD, ensuring immediate application of process improvement skills to everyday operations. Lean Six Sigma certification from SSGI can lead to increased salary potential, professional advancement, and enhanced employability in roles requiring systematic problem-solving and continuous improvement.
Trillium Asset Management
Trillium Asset Management is a finance institution located at 60 South Street in Boston, Massachusetts, United States. They specialize in sustainable and responsible investing, helping clients align their financial goals with their values. With a focus on environmental, social, and governance factors, Trillium Asset Management offers a range of investment strategies that promote positive change in the world. Their team of experienced professionals work closely with clients to create customized investment portfolios that support a more sustainable future.
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