529 PLANS

Michelle Wilson - Financial Professional

GOLD Financial Professional
Michelle Wilson
CSRIC®, AIF®, M.S. Family Financial Planning
Financial Planner and Independent Fee-Only Fiduciary
Athens Impact Socially Responsible Investments
Contact Info:
264 E State Street
Athens, OH 45701
Licensed/Registered in:
OH

We help people align their money with their values by making socially responsible choices. Our clients invest in what matters to them and make a difference in society. Placing your core beliefs at the center of the financial planning process helps you make better long-term decisions with your assets. The variety of ethical investment options we provide means you don't have to choose between your values and your investment performance. We can provide a side-by-side comparison of 529 Plans using ethical investing options with those that do not. The initial consultation is free. Add yourself to our calendar at https://athensimpact.as.me

 

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