Menu Green Financial Resources Roger S. Green, MSFS, CFP®, and the staff of Green Financial Resources, LLC (GFR), have helped individuals and small business owners with their investment decisions since 1987. With thirty years of experience helping people with their money through the tough times and the good times, 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, 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 OUR EXPERIENCE TO WORK FOR YOU Take action now to start or to obtain a 2nd opinion on your retirement planning. Request your no-cost, no obligation TELEPHONE or ZOOM meeting by completing this online consultation data form. Upon receipt, we will contact you to schedule. We are here to help! Recognition for Roger and Green Financial*: Gwinnett Chamber Public Service Award Winner 2017 The Top 1000/1200 Advisors - Barron's 2009-2016 & 2019-2020 Advisor Hall of Fame - Research Magazine 2009 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. To view a comprehensive list of awards and recognition, please visit Our Qualifications. Contact Info GREEN FINANCIAL RESOURCES, LLC 3700 Crestwood Pkwy NW, Suite 140 Duluth, GA 30096 Phone: (770) 931-1414 (800) 275-3101 Fax: (770) 931-8314 Additional Pages Golf & community "Your Green" articles Client appreciation 20/30 years Client Update Form Retirement planning classes Talk To A Financial Professional CAREER AT GFR? - WE'RE HIRING! CONTACT US/DIRECTIONS Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity. Securities and advisory services offered through Registered Representatives of Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services [ Online Privacy Policy | Important Disclosures | Business Continuity | Privacy Promise | Order Routing Disclosure | Cetera Advisors ] Important COVID-19 NY Executive Order Check the background of this investment professional