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 Roger's thirty plus years of experience helping people with their money through the tough times and the good times, and the addition of sons Andrew Green (2016) and Michael Green (2017), 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. Click here to see a list of the many ways we can serve you.
PUT THIS TEAM TO WORK FOR YOU
We are here to help!
Recognition for Roger and Green Financial*:
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.