Social(k) Financial Advisors

Social(k)

(415) 912-1640 blog.socialk.com »

901 Mission St, Suite 105San Francisco, CA 94103   map »

Business overview

Investments

  • Retirement Plans

Minimum Investment

  • No

Planning Types

  • Retirement Planning

Hours of Operation

  • MON
  • 9:00am
  • 5:00pm
  • TUE
  • 9:00am
  • 5:00pm
  • WED
  • 9:00am
  • 5:00pm
  • THU
  • 9:00am
  • 5:00pm
  • FRI
  • 9:00am
  • 5:00pm
  • SAT
  • SUN

* By Appointment Only

Year Established

2005

Reviews

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Fantastic Values and Service, 3/28/2013

SocialK has been fantastic for our organization. They make financial planning easy, and we know they're aligned with our values.


No Better Choice For Us, 3/21/2013

We are thrilled to work with a firm that shares our passion for sustainability and promoting businesses that are working to make the worlds a better place. To be able to align our values with our... investments seems like an obvious decision; however, finding a platform that is as dedicated as Social(k) is another matter entirely.

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Reviews

DebNelson65

Reviews: 1

Fantastic Values and Service

SocialK has been fantastic for our organization. They make financial planning easy, and we know they're aligned with our values.

  • Overall
  • Quality
  • Service
  • Value

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NathanJoblin91

Reviews: 1

No Better Choice For Us

We are thrilled to work with a firm that shares our passion for sustainability and promoting businesses that are working to make the worlds a better place. To be able to align our values with our investments seems like an obvious decision; however, finding a platform that is as dedicated as Social(k) is another matter entirely.

  • Overall
  • Quality
  • Service
  • Value

Was this review helpful?

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