Jan Bryan - Socially Responsible Investing
I am committed to assisting clients in obtaining the highest possible return on their investments while honoring their social values and personal goals. I ensure that my client's values and goals drive the financial planning process by building long-term relationships, providing timely and relevant information, and emphasizing straightforward and honest evaluation of clients' financial needs and goals. I have specialized in the area of socially responsible investment (SRI) for over 17 years. I have clients in Dallas/Fort Worth and make regular visits to the area.