When it comes to finding a financial planner, or even just looking for a place to do your banking, sometimes you want to have a look at what is offered by groups that have something in common with you. Whether you are a teacher and bank at the local teacher’s credit union, or whether you want advice on investing in ethical companies, you can usually find financial services that cater to your individual needs and desires.
Religious financial services
There are several financial services organizations that are geared toward religious and cultural traditions. These include Christian financial ministries, Islamic financial services and Jewish financial services. Such financial services allow members of religious groups to work with people who share similar religious values. This can make them feel more comfortable. Additionally, there are religious financial services that can help you learn to get out of debt using principles found in religious texts as well as steer you toward investments that support companies that engage in good moral and ethical practices.
Group financial services
Many professional groups offer specific financial services for groups members. There are financial services that focus on small bsuinesses, as well as those set up to help members of specific professions learn how to handle their personal finance issues. The most basic of these are credit unions. Many credit unions offer special financial services to its members, whether a teacher credit union, or a credit union designed to serve members in a certain community.
If you are unsure of where you can turn for financial services, you might consider asking a religious leader, human resources director or business associate where you can get special financial advice.