Roger Green

president and chief executive officer at Green Financial Resources Llc - Duluth, GA, US

Roger Green's Colleagues at Green Financial Resources Llc
Rachel Braun

Client Services Manager

Contact Rachel Braun

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Green Financial Resources Llc
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Green Financial Resources Llc

Duluth, GA, US • 20 - 49 Employees
Financial Services

Roger S. Green, MSFS, CFP®, and the staff of Green Financial Resources, LLC (GFR), have helped individuals and small business owners with their finanical planning, investment, and retirement income decisions since 1987. With over thirty years of experience helping people with their money through the tough times and the good times, this team is very qualified to assist with all of your financial and investment planning needs. Roger's focus on customer service, education, and a unique philosophy that he and his firm will help everyone who seeks help with their money (by providing free consultations without asset minimums), he has differentiated his firm from most. The primary focus is on helping people invest with the goal of pursuing long term growth and retirement income; but they have the knowledge and experience to provide guidance in most financial matters along the way. Roger's asset harvesting plan guides the withdrawal process strategically during retirement, allowing the potential of continued growth to help ensure financial confidence throughout today's longer retirement periods.Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity. Awards and listings should not be construed as a guarantee of future results, nor as an endorsement by any client. Best of Gwinnett winners are chosen via voting and editors' input, and opinions are vetted with the use of other available information. Pinnacle award rankings are based on growth, revenue, community service, and other criteria. Barron's rankings based on total assets (AUM), revenue, and other factors. Advisor Hall of Fame for advisors with 15+ years ranked by AUM, service, community recognition, and other criteria. Public Service via standing and service within the community.

Financial Services
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Frequently Asked Questions about Roger Green
Roger Green currently works for Green Financial Resources Llc.
Roger Green's role at Green Financial Resources Llc is president and chief executive officer.
Roger Green's email address is ***@rogersgreen.com. To view Roger Green's full email address, please signup to ConnectPlex.
Roger Green works in the Financial Services industry.
Roger Green's colleagues at Green Financial Resources Llc are Rachel Braun and others.
Roger Green's phone number is ["+17709311414"]
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