Danbury is Home to First Benefit Corporation in CT

by Penn Gardner | Oct. 27, 2015

Certified Financial Planner Nicole “Nikki” Smith has founded the state’s first Financial Benefit Corporation in Danbury Connecticut. Greenwell Financial is in a new class of for-profit corporations that voluntarily meets a higher standard of corporate purpose, accountability and transparency. Smith believes clients can have socially responsible goals, earn a competitive portfolio returns while having a positive effect on society and the whole environment.

Says Smith, “The growth of socially responsible investing in recent years strongly suggest the movement is becoming mainstream.  More and more investors believe returns from SRI strategies are comparable to those of more conventional investment.”

She prides herself on the 1/2 percent she takes managing clients assets instead of 1to 2 percent most financial advisors take managing clients. “For those who have less than $250,000 with me, I charge $99 per month, which is less than most people pay for their cellphones. I want to dispel the myth only wealthy people can afford to work with an adviser. I think that it should be a service everyone can afford and benefit from” Says Smith.

Smith received her Bachelors of Arts degree in History from Western Connecticut State University and Associate of Science degree in Aviation Science from Naugatuck Valley College. She holds the Registered Investment Advisory Representative Series 65 along with her Commercial and Flight Instructor pilot licenses. Smith is the Mother of three small children, and wife to jazz trumpeter and vocalist Jumanne Smith.

GreenWell Financial is located in Danbury, CT on 7 Zinn Rd. For more information contact Nikki Smith by phone, (203) 794-7156 or email,  nikki@greenwellfinancial.com.

Originally posted at http://news.hamlethub.com/bethel/life/43811-danbury-is-home-to-first-benefit-corporation-in-ct by Penn Gardner in the Bethel Hamlet Hub, “Danbury is Home to First Benefit Corporation in CT”. Published on Oct. 27, 2015, Accessed on Oct. 30, 2015.

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