Roger S. Green, MSFS, CFP®, and the staff of Green Financial Resources, LLC (GFR), have helped individuals and small business owners with their financial 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.
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Recognition for Roger and Green Financial*:
Top 1,000/1200 Advisers State-by-State Ranking - Barron's Magazine - 2009-2016 & 2019-2020: Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
Best of Gwinnett Awards by Gwinnett Magazine 2022, 2021 , 2020, 2019,2018, 2017, 2016, 2015, 2014 Winners and nominees are chosen by a combination of readers’ votes and editors’ input. The process starts with a nomination on the Best of Gwinnett website and voting remains open for up to 10 months. Best of Gwinnett is a reader opinion and editors’ selection poll, not a scientific market research study conducted by an independent organization. Reader opinions are vetted through several ranking sites, Better Business Bureau complaint reports, and voting pattern analysis reports before the Best of Gwinnett and Among the Best winners. Winners are named in more than 20 broad business and community sectors. Within each category, there are multiple organizations named as “Best”, “Among the Best”, or “Ones To Watch.” depending on the size of the market sector. Often, votes are distributed across several firms creating a virtual tie among many. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
2018 Public Service Award Winner presented by Gwinnett Chamber’s. The Public Service Award is determined primarily based on the advisor’s services and benefits rendered to other people, other objectives, and to the community as a whole, over and beyond excellence in one's own profession, business, service or enterprise. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
2009 Advisor Hall of Fame Award presented by Research Magazine (Currently ThinkAdvisor.com). Nominations for advisors include testimonials from clients, letters from managers and/or executives at their firm, and press reports or public notices of advisors. The selection process reviews for advisors who have brought honor to their profession. A minimum of 15 years as a registered representative, superior performance in building business, servicing clients, and managing money. Winners also have received recognition and respect of peers, actively engage in civic, community or professional involvement, and have an Impeccable compliance record. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
Invest in Others Community Service Award Winner 2021 (Roger Green) - and a $50,000.00 donation earned for the Auditory-Verbal Center, Inc!Nominees must be currently working as registered representatives, registered investment advisors, or financial advisors with a professional designation. Nominees must be active financial advisors, defined by spending at least 75% of their time providing financial consultation with clients. Nominees must have worked in this capacity for at least three years. Volunteer involvement with the nonprofit organization must be current and ongoing for at least three years. Nominations are evaluated based on an advisor's leadership, dedication, contribution, inspiration and impact on a nonprofit and the community it serves. Three finalists are selected in each of the four categories with one winner being chosen for each award. Award finalists and winners receive generous donations from Invest in Others to their designated charities. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.