Goodfunds Wealth Management: Sustainable and responsible investing since 1986

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1% Community Investment Campaign

Community Investing Achiever in the Social Investment Forum 1% For Community campaign since 2002. Calvert Foundation Advisor of the Year in 2004. Learn more!


Social Investment Forum Member 2009

 

First Affirmative Financial Network, LLC, Network Member
(Network Services Member)

 

Green America, Approved for People and Planet

 

 

Financial Planning Association, Puget Sound Chapter

 

 

Clients: Call or email us first for investment and financial review, advice, or discussion. If we're not available or you just need routine account services, use the links and numbers listed below. Bookmark this page so you have easy and up-to-date contact info for routine account services. Bookmark and Share  

(listed alphabetically)


Calvert Mutual Funds
Customer Service: 1-800-368-2745
Calvert Foundation Community Notes
Community Investment Notes
Customer Service: 1-800-248-0337
Calvert Foundation Giving Fund
Calvert Foundation Giving Fund
Customer Service: 1-800-248-0337
First Affirmative Financial Network
First Affirmative Financial Network
Client Service: 1-877-540-4933

FolioClientSM
Key Account Managers: 1-888-485-3456

KMS Financial Services, Inc.
Operations: 206-441-2885

Pax World Funds
Account Information: 800-372-7827
Schwab Alliance
Schwab Alliance Client Center
Client Services: 1-800-515-2157
 

site sponsored by Eric A. Smith, CFP®, AIF®
specializing exclusively in sustainable and responsible investing since 1986

Member of First Affirmative Financial Network, Social Investment Forum, 
Green America Business Network, and Financial Planning Association

 

Securities & investment advisory services offered through KMS Financial Services, Inc. KMS is a FINRA Registered Broker/Dealer, member SIPC, and SEC Registered Investment Advisory firm. Please review our additional disclosures and disclaimers and contact information. ©2010 goodfunds.com; Eric A. Smith.