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Living Earth Investments

Special Needs Financial Planners
  • Location Address: 19698 Southwest Poplar Street | Bend, OR 97702
  • reviews Rating: 5.00 (21 reviews)
InsurancesInsurances:
No info provided
Ages ServedAges Served:
Adults
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About Living Earth Investments

Living Earth Investments provides financial and investment planning for conscientious investors. As a registered investment advisor, fiduciary duty is my top priority. This includes methodically evaluating investments, maximizing transparency and minimizing costs. Clients should expect peace of mind, convenience, and value.

Reviews

5.00
21 Reviews
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Care Settings

  • Virtual

Age Ranges Served

  • person icon Adults

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Languages

  • English

19698 Southwest Poplar Street, OR, 97702

Get in Contact

  • orange phone icon (503) 807-2062
  • orange mail icon info@livingearthinvestments.com

Reviews

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5.00
(21 Reviews)
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All Reviews
google review

This review is long overdue. Aaron has helped shepherd my money for at least 10 years now. I have been very happy with his service. He understands my investment goals and more importantly to me my investment values. His communication is timely professional and personable. He responds to my questions promptly and patiently and his quarterly reports provide a nice lay-person translation of how my investments are doing. A lot of other firms or advisers now offer options for investing with a conscience but Aaron saw the need long before it became a trend and has just been doing it longer. He has had my trust from the beginning and I have not been disappointed.

Amber Chinen
17 March 2022
google review

Ive been with Living Earth Investments since inception. Ive found Aaron remarkably approachable accessible knowledgeable and patient. Hes consistently taken the time to educate me in regard to my finances. His passionate exploration and understanding of the market market forces and related psychology has paid off greatly. Most importantly Aaron has involved me in the process every step of the way. I highly recommend Living Earth Investments to novice and seasoned investors alike.

Jake Creviston
17 March 2021
google review

My wife and I have worked with Aaron since 2013 and he has seen us through many financial fluctuations including the pandemic. His investment strategy is research based founded on a long perspective and sensitive to the health of our earth. He has gone far beyond expectations in helping with retirement planning. We communicate efficiently and often and he gives us thoughtful responses to our questions and ideas. He has consistently achieved returns that far exceed his fees. Above all this Aaron is sensitive to our psychological needs and anxieties. I can recommend Aaron AKA Living Earth Investments without reservation.

Carl Melina
17 March 2021
google review

Aaron at Living Earth Investment is a great person to work with. He makes very detailed suggestions about possible investments and tries to do as much research as possible before even considering an investment. He has been managing my account for years and I can strongly recommend him - one of his specialties is investing in environmentally conscientious companies.

Claudia Mohr
17 March 2021
google review

Living Earth Investments helped me when I found myself with a small amount of extra money that I could invest and wanted to put towards something that aligned with my personal values. I knew nothing about investing and Aaron made the process easy and rewarding. He managed to grow my investment sizably over five years and I was able to use the investment towards a down payment on my first home purchase. Knowing that my money was invested in ecologically sound companies gave me piece of mind. I would highly recommend Living Earth Investments.

Ruth Hileman
17 March 2021
google review

Aaron has been very easy to work with and responds with lightning speed to all correspondence. He has made multiple recommendations for green investments and Im happy with the service Ive received as well as the returns. Highly recommend if you are looking for a low-key individual to help with your financial portfolio.

Kelly Wallace
17 March 2021
google review

I was looking for investment management that aimed at supporting humans in balance with planet Earth. Aaron seems to be this person. He has over 20 years experience and keeps current with the markets and specific companies or industries. Aaron was able to help inform and advise me to optimize my investment preferences of sustainability. I would recommend him to anyone who is interested in investing in our childrens and grandchildrens global future.

Austin Gipson
17 March 2021
google review

Aaron has helped me for a few years now. He listens well especially about metrics socially responsible environmental policies etc. that are important to me. He helps me to select stocks and monitor them periodically. Hes helpful with overall investment strategies as well as specific planning e.g. retirement. He does detailed research and shares this with me to enable in-depth discussions. I dont know what more I could ask for. Thanks Aaron.

Will Gehr
17 March 2021
google review

Living earth investments has been a great resource for me and my family as we looked to transition our portfolio from standard securities toward environmentally conscious investments. Aaron explained how we do not have to give up returns just by avoiding things like oil and mining companies. The last eight years has really proven this outThank you

Brandon Schwindt
17 March 2021
google review

Aaron is great to work with and keeps close tabs on your investments. i like the very personal quarterly updates. I also like knowing Im investing in sound earth conscious investments and the opportunity to learn about upcoming companies or sectors he recommends.

Genna Golden
17 March 2021

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