Roger S. Green, MSFS, CFP®, and the staff of his firm Green Financial Resources, LLC (GFR), have helped individuals and small businesses with their investment decisions since 1987. With thirty years of experience helping people with their money through the tough times and the good times, Roger is very qualified to assist you 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. GFR's primary focus is on helping people to invest with the goal of pursuing long term growth.  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.

*****SPECIAL FREE CLASS OFFERING -NEW DATE

AGE 65+?  Attend our FREE MEDICARE SUPPLEMENT class Monday October 22nd 5-7PM at Gwinnett Tech. CALL US OR VISIT RETIREMENT PLANNING CLASSES TO LEARN MORE*****

Recognition for Roger and Green Financial*:

Gwinnett Chamber Public Service Award Winner 2017

Gwinnett Chamber Pinnacle Small Business of the Year - Gwinnett Chamber 2016

The Top 1000/1200 Advisors - Barron's 2009-2016

Best of Gwinnett - 2014-2017

Advisor Hall of Fame - Research Magazine 2009

To view a comprehensive list of awards and recognition, please visit Our Qualifications.

      

 

 

 

 

 

*Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations.

Listing in this publication is not a guarantee of future Investment success. This recognition should not be construed as an endorsement of the advisor by any client.