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Guide to Gwinnett: Financial Resources

sponsored by
Green Financial Resources, LLC
770-931-1414
rogersgreen.com

Know How for Your Bottom Line

When your decisions count, you want an experienced advisor.

When you need help with financial decisions, you need knowledge, education, experience, a focus on excellence, and a strong customer focus. Green Financial Resources, LLC (GFR) in Duluth, led by president and CEO Roger Green, delivers on all. For thirty years, Roger Green has served as a trusted financial advisor to people of all ages and incomes.Beyond three decades of experience dealing with all types of financial situations, and the extensive knowledge that comes with helping thousands of people improve their financial situations, Roger Green brings much more to the table to help you become a more enlightened financial consumer._

Since 1997, Roger has taught retirement planning at local Gwinnett colleges, and since 1998 he’s hosted an educational radio program, “Your Green”, on 970AM. In addition to his passion for educating, Roger also has made his own ongoing continuing education a priority to ensure he can better serve his community. He holds a Master of Science in Financial Services (MSFS), the Certified Financial PlannerTM (CFP_), Retirement Income Certified Professional (RICP_), and the Accredited Estate Planner (AEP), amongst other professional designations. He has earned graduate level/professional certificates in Pensions and Executive Compensation, Financial Asset Management, and Applied Behavioral Finance. Much more importantly, he has 30 years of ongoing continuing education, reading, research and hands-on work with thousands of clients to further grow and sharpen his knowledge.

GFR and Roger have a long history of achievement, starting with the Rookie of the Year at the start of his career; being a Barron’s Magazine Top Independent Advisor many times since 2007; being one of five selected nationally in 2009 to the Advisor Hall of Fame in Research Magazine; being named Gwinnett Chamber’s Small Business of the Year in late 2016, as well as a 2014-2016 Best of Gwinnett winner – and many other awards and accolades in between._ That success, says Green, is due to the support, dedication, and service focus of the entire staff; led by his wife, Laura, the firm’s chief operating officer for the past 17 years.

Green, who celebrates his 50th birthday this year, is equally proud of his company’s record of giving back to the community, and the role they play in helping others to do the same. In September, the GFR 15th charity golf classic raised over $50,000 for charity._ Roger and GFR also support a range of Gwinnett non-profits and community causes._ “We are focused on truly helping people,” says Green. “I believe that comes through in all we do, and we are truly here to help.”

Visit rogersgreen.com to request a free consultation and take control of your financial future.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Green Financial is not affiliated with Cetera Advisors._ Awards are not a guarantee of future performance, nor an endorsement.

Accounting Firms

Asilink Accounting & Tax Services
770-271-3477

Forrestall Cpas
770-945-8328

Houston, Myers & Company
770-813-1033

Mcclain & Company
678-474-9090

Mcmullan & Company
678-474-4600

Melissa Probst CPA
678-714-8052

Moore Stephens Tiller
770-995-8800

Poes Accounting Service
404-808-1359

Lee Pennington, Cpa
678-999-3800

Rector, Reeder & Lofton
770-879-8411

Reed, Quinn & Mcclure Llc
770-449-9144

Rhodes, Young, Black & Duncan
770-495-6200

Robin Smith CPA
470-238-3216

Westbrook, Mcgrath, Bridges, Orth & Bray
678-240-2622

Wilson Lewis Accounting
770-476-1004

Financial Advisors

Allegiance Retirement Solutions
404-815-9470

Atlanta Wealth Partners
678-682-8484

Cowan & Kohne Financial Group
770-962-2082

Edward Jones: Gwinnett Financial Advisors
770-682-3075

Green Financial Resources Llc
770-931-1414

Hansen Financial Services, Inc.
678-407-4445

Reed Financial Group
678-252-2110

Sugarloaf Wealth Management
770-985-5473

Wealth Horizon Inc.
770-840-8440

Weaver Capital Management LLC
678-341-1333

Mortgage Companies

Brand Mortgage
770-963-3044

Homestar Financial Corporation
770-503-0380

Southeast Mortgage of Ga, Inc.
770-279-0222

Success Mortgage Partners
678-234-0545

The Perpetual Financial Group
770-972-4955