Values Added Financial

Values Added Financial

Financial Services Washington, Dc, United States 6 employees
Employees
6
Contacts
4
Emails
4
Phones
1

Values Added Financial Overview

Headquarters
Washington, Dc, United States
Industry
Financial Services
Employees
6
Founded
2017
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Values Added Financial

Values Added Financial helps progressives build thoughtful, prosperous, impactful financial lives. By making smart financial decisions based on their values, clients can attain financial security, live lives they feel good about, and make the world better. We focus on meeting the needs of people who want a long-term advisor to help them as their lives evolve over time. We are committed to feminism, economic equality, and other areas of justice and social change. If you happen to share these values or have other closely held ones, it is important to find someone who understands them and can help you apply them to these topics. To learn more, visit: http://valuesaddedfinancial.com/ To connect and see if we are a fit, schedule an introductory call here: https://calendly.com/zteutsch/15 Values Added Financial, LLC is an investment advisor registered to do business in the District of Columbia, New York, Texas, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of information on this platform shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

Values Added Financial Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
1
25.0% coverage

Values Added Financial Org Chart

Sample employees and titles
Name Title Contact
Jessica Dimarco Client Service Specialist
Email
David Tenerelli, Cfp®, Csric® Helping Align Money and Power
Email
Ari Weisbard Financial Advisor and Estate Planning
Email
Zach Teutsch
Email Phone

Employees by Management Level

Individual contributor 4 profiles

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