![Guide.in.ua Guide.in.ua](https://guide.in.ua/assets/images/guide300.webp)
Green Financial Resources: Roger S. Green, MSFS, CFP
3700 Crestwood Parkway Northwest, Duluth, Georgia, United States
About the Green Financial Resources: Roger S. Green, MSFS, CFP
Green Financial Resources, led by Roger S. Green, MSFS, CFP®, is a finance institution located in Duluth, Georgia. Since 1987, Roger and his team have been assisting individuals and small business owners with their financial planning, investment, and retirement income decisions. With over 35 years of experience, Roger, along with his sons Andrew Green, CFP® and Michael Green, CWS®, provide expert guidance in all financial and investment planning needs. The institution offers no cost, no obligation consultations without asset minimums, focusing on customer service, education, and a unique philosophy of helping everyone who seeks financial assistance.
The primary focus of Green Financial Resources is on long-term growth and retirement income, with a special emphasis on Roger's asset harvesting plan for strategic withdrawals during retirement. The institution is well-equipped to provide guidance on various financial matters and ensures financial confidence throughout longer retirement periods. Securities and advisory services are offered through Cetera Advisors LLC, with the team at Green Financial Resources being Registered Representatives and Investment Adviser Representatives.
Green Financial Resources has been recognized with Best of Gwinnett Awards by Gwinnett Magazine, showcasing their excellence in the industry. The institution's commitment to providing top-notch financial services and personalized guidance sets them apart in the finance sector. Visit their website for more information on how they can assist with your financial needs.
3700 Crestwood Pkwy NW # 140, Duluth, GA 30096, United States
Opening hours of Green Financial Resources: Roger S. Green, MSFS, CFP
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 16:00
Saturday:
Day off
Sunday:
Day off
Reviews of Green Financial Resources: Roger S. Green, MSFS, CFP
"They are super nice & very helpful in making financial life decisions. They make my husband & I feel comfortable & confident in our decisions. Michael has been amazing & I hope to keep this relationship for years to come!"
"It's been a few years since I last saw them because the financial advice they gave me as to my status toward retirement was great! I plan to re-contact them again as I trust them to give me sound, quality advice."
"The Greens are amazing financial planners! Not only are they kind and professional, but they are so knowledgeable and have great insight. My husband and I met with them last week for our annual review, and they gave us new, relevant and tangible ideas to help us increase our monthly cash flow and savings. We are so thankful for their insight! Highly recommend!"
-
Bank of America ATM (Drive-thru)
105 US-80 E, Pooler, GA 31322, United States
-
Bank of America ATM (Drive-thru)
4401 Augusta Rd, Savannah, GA 31408, United States
-
Bank of America ATM
22 Bull St, Savannah, GA 31401, United States
-
K R S Accounting & Tax Service
1940 Mills B Ln Blvd, Savannah, GA 31405, United States
-
Keith Glaize - COUNTRY Financial Representative
711 E 65th St, Savannah, GA 31405, United States
-
Bank of America (with Drive-thru services)
30 Meeting St, Savannah, GA 31411, United States
-
Bank of America ATM (Drive-thru)
30 Meeting St, Savannah, GA 31411, United States
-
Bank of America ATM (Drive-thru)
2153 E Victory Dr, Savannah, GA 31404, United States
-
Bank of America Financial Center
22 Bull St, Savannah, GA 31401, United States
-
Bank of America ATM (Drive-thru)
119 N Columbia Ave, Rincon, GA 31326, United States
List of businesses, places and services in Georgia
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos