Wiser Investing & Tax Planning

Thrivent Financial in Durham, NC, offers personalized financial planning services that help individuals align their financial goals with their personal values. Their team of financial advisors works closely with clients to create actionable steps for budgeting, saving, and investing while fostering a commitment to community support and generosity. With a focus on building lasting relationships, Thrivent emphasizes the importance of ongoing guidance as clients navigate life's changes. The organization also encourages volunteerism and financial contributions, demonstrating a strong commitment to giving back to the communities they serve. Generated from the website

Trillium Asset Management, established in 1982, is a pioneer in values-driven investing, focusing on the integration of environmental, social, and governance (ESG) criteria within its investment strategies. With $4.6 billion in assets under management, Trillium partners with private clients, financial intermediaries, and institutional investors to create diversified, values-aligned portfolios that promote a sustainable global economy. The firm actively engages with companies to advocate for positive changes in their ESG practices, utilizing a combination of quantitative and qualitative analysis to identify value-creation opportunities. Trillium emphasizes the importance of responsible investing by transforming investor capital into a catalyst for meaningful social impact and change. Generated from the website

Kuhn & Carson Investment Counsel is a financial advisory firm based in Durham, NC, specializing in providing personalized investment strategies to individuals and businesses. With a focus on long-term financial planning and wealth management, the firm offers a range of services to help clients achieve their financial goals. Generated from their business information