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    Communitas Financial Planning

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    Description

    • Smart Money, Sustainable ValuesCommunitas Financial Planning is fee-only financial planning and socially responsible investment management firm. We partner with individuals, non-profits and small businesses to make their finances work for their benefit and the benefit of society as a whole. For individuals and families we offer hourly, as-needed financial planning services. If appropriate, we offer socially responsible investment management services as well. Financial planning and investment management are offered independently of one another. For small businesses and non-profit organizations we offer low-cost retirement plans (401k, 403b, SEP IRA, SIMPLE IRA). As a plan advisor our role can include investment selection and ongoing monitoring, risk profiling and asset allocation for participants, plan design and setup, Investment Policy Statement development, periodic plan reviews, and more.
    • location

      Headquarters:870 Market St Suite 754, San Francisco, California, United States

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    • Communitas Financial Planning phone

      Phone Number: +1 415-337-4566

    • Communitas Financial Planning website

      Website: http://www.communitasfinancial.com

    • Communitas Financial Planning employees

      Employees:0

    • Communitas Financial Planning revenue

      Revenue:$0 - 1M

    • Communitas Financial Planning legal name

      Legal Name:Communitas Financial Planning

    • Communitas Financial Planning's Social Media

      Communitas Financial Planning linkedin
    • done Is this data correct?

    • |  NAICS Code: 523920  |

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    Frequently Asked Questions regarding Communitas Financial Planning

    • Where are Communitas Financial Planning's Headquarters?

      Communitas Financial Planning's Headquarters are in 870 Market St Suite 754,San Francisco,California,United States

    • What is Communitas Financial Planning's phone number?

      Communitas Financial Planning's phone number is +1 415-337-4566

    • What is Communitas Financial Planning's official website?

      Communitas Financial Planning's official website is http://www.communitasfinancial.com

    • What is Communitas Financial Planning's Revenue?

      Communitas Financial Planning's revenue is $0 - 1M

    • What is Communitas Financial Planning's NAICS code?

      Communitas Financial Planning's NAICS code is 523920

    • What is Communitas Financial Planning's Industry?

      Communitas Financial Planning is in the industry of Financial Services

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