Money Moves Made Simple!
Roger S. Green, MSFS, CFP® and son Andrew Green, CFP®, AIF®, of Green Financial Resources, LLC (GFR), are here to help you with your financial planning and investment decisions. Together they have over 47 years of experience helping individuals and small business owners do more with their money; coaching thousands of people through the years.
Whether you are just getting started, building your assets during peak career years, heading into retirement, living life in retirement, or simply wanting a 2nd opinion on your existing plan, Green Financial is here to help. Providing no-cost in-office and Zoom consultations, with no asset minimums, their primary focus is on helping you invest to pursue long-term growth and plan for a successful retirement. Put their vast knowledge and experience to work, guiding you in the multitude of financial questions faced along the way.
Roger’s wife, Laura Green, COO, has been guiding all operations and the dedicated client service team for over 25 years. GFR’s focus on excellence in all they do has earned them the Best of Gwinnett Financial Advisors Award for 2014-2025 – 12 years running. Their commitment to personalized strategies, education-focused planning, and ongoing guidance has made them a trusted part of the community for years. Recognition like this isn’t given lightly in Gwinnett, and for Green Financial Resources, it’s a reflection of decades spent serving people and helping them prepare, protect, and prosper.
Green Financial Resources, LLC
770-931-1414
3700 Crestwood Pkwy NW, Ste. 140
Duluth, GA 30096
Roger and Andrew Green are both Investment Advisor Representatives offering securities and advisory services through Cetera Advisors LLC, a Registered Investment Advisor, Broker/Dealer, member FINRA, SIPC. Green Financial and Cetera Advisors are not affiliated. Green Financial Resources Best of Gwinnett Awards issued by Gwinnett Magazine. Winners chosen by a combination of readers’ votes and editors’ input across more than 20 business sectors. Results are further vetted through available info, such as Better Business Bureau records. Multiple winners in each sector may finish as “Best”, “Among the Best”, or “Ones to Watch”, depending on the size of the market sector. Awards do not guarantee future results, nor are they an endorsement by any client. No compensation was provided directly or indirectly for these awards
