Greenvest Wells, United States
Greenvest Wells, United States

Greenvest Wells, United States Information

Contact top employees from Greenvest Wells, United States

Summary

Greenvest provides personal consulting on socially responsible investing and creates custom investment portfolios that align with each client’s individual social values and financial goals. Greenvest...Show more

Organization Website

greenvest.eco

Social Links

linkedIn

Phone Number

802-325-2200

Industries

Headquarters Location

Wells, Vermont, US

Employees Size

1-10 employees

Specialties

One-on-One SRI Consulting, Social Investment Screening Based on Your Individual Values, Asset Allocation Planning, Retirement Plan Optimization, Investment Selection and Customized Portfolio Creation, Ongoing Portfolio Monitoring and Rebalancing

Founded

2015

Employees Turnover 4 quarter 2025

Length of Employment
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Employee tenure at Greenvest Wells, United States shows a diverse range of experience levels:
13% have been with the company for less than 1 year25% for 3–4 years13% for 5–7 years50% have over 11 years of service at Greenvest Wells, United States
Contact top employees from Greenvest Wells, United States
Brett Berkley
Sr, Vice President
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Scott Kadish
CERTIFIED FINANCIAL PLANNER™ professional
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David Way
Financial Advisor
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FAQ

Greenvest Wells, United States operates in the Finance industries. More details can be found on the official website: greenvest.eco.
The headquarters of Greenvest Wells, United States are located in Wells, United States.
You can contact Greenvest Wells, United States by phone at 802-325-2200.
Greenvest Wells, United States currently employs 1-10 people.

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