Green Financial Resources

EST. AUM
$501,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Atlanta
CRD Number
Website rogersgreen.com
Client types

Overview

We've helped individuals and small business owners with their investment decisions since 1987. With over 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.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Green Financial Resources

Platform Details

Investment Preferences

Alternative Activity

Address

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