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CONTACT US

LOCAL OFFICE

50 Main Street, Suite 305
North Reading
, MA 01864
781.391.6455

dclifford@fwg.com

SUPERVISORY OFFICE

55 Main Street, Suite 415
Newmarket
, NH 03857
603.659.7626

FWG - Financial West Group

FINANCIAL WEST GROUP
4510 E Thousand Oaks Blvd
Weslake Village, CA 91362
PH: 805.497.9222
FAX: 805.495.9935
Member FINRA/SIPC

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Investment Services

At Rainbow Solutions we believe the best long-term investments are in companies that combine strong financial performance with a solid commitment to creating products and services that are safe for the consumer, the environment, their employees, and their local communities. We can assist you in screening your investments according to your specific social justice and environmental concerns.

There is a growing awareness that companies that do not follow socially and environmentally responsible practices tend to have greater liabilities and charges against earnings due to regulatory pressures, fines, lawsuits, strikes, and boycotts.

Donna Clifford, Investment Consultant, is a registered representative of Financial West Group, a full service brokerage firm. She is also a professional member of First Affirmative Financial Network www.firstaffirmative.com and the Social Investment Forum www.socialinvest.org and participates regularly in the industry’s major annual conference, Socially Responsible Investing in the Rockies. (www.sriintherockies.com)  These national networks of socially responsible investment professionals provide research about corporate business and environmental practices that will help make the best decisions about your investments.

We can assist you with the following investment opportunities:

  • Socially Screened Portfolios
  • Stocks, Bonds & Mutual Funds
  • Endowment Fund Management
  • Retirement Plans for Individuals and Small Businesses
  • Real Estate Investment Trusts
  • College Savings Plans
  • Variable Annuities
  • Section 1031 Real Estate Exchanges
  • Alternative Investments

PRESENTATIONS ON SOCIALLY RESPONSIBLE INVESTING
Both Donna Clifford and Dorothy Emerson are available to talk to your group about SRI, how it works, why it makes a difference, how you can get started.  Presentations can be designed to suit your group’s format and interests.  Talks can be 20 minutes to an hour.  Workshops, with PowerPoint presentation, can be 1 ½ to 3 hours.

RESOURCES ON SOCIALLY RESPONSIBLE INVESTING
First Affirmative Financial Network: www.firstaffirmative.com
Social Investment Forum: www.socialinvest.org
Saving for College www.savingforcollege.com
Green Money Journal: www.greenmoneyjournal.com

Green America’s National Green Pages: www.greenamerica.org/pubs/greenpages

 

 

 

 

Donna Clifford is a representative of and securities are offered through Financial West Group, member FINRA, SIPC. Supervisory Office: 55 Main Street, Suite 415, Newmarket, NH 03857; 603.659.7626. Rainbow Solutions is not affiliated with Financial West Group.

Check the background of this investment professional on FINRA's BrokerCheck  

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