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Have a tight deadline and need the perspective of a seasoned financial advisor?

Send your press request to Valerie Kriss and get a timely response from our members.

Valerie Kriss, Marketing Coordinator
888-834-6333 ext. 706
valeriek@acaplanners.org

  • Make some cash and make a difference

    February 01, 2012

    It's so easy to become overwhelmed by the bombardment of bad news we see every day, and feel as if the little we can do can't possibly make a difference. Socially responsible investing, or SRI for short, is all about making money while making a difference.

    Erin Baehr

Do you offer tax prep services to your financial planning clients?

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