Business

Meet Roger S. Green, MSFS, CFP#

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President and CEO     Green Financial Resources, LLC

Our Story: Roger Green has advised investors since 1987, receiving recognition as a Top 100 Independent Advisor in Barron”s magazine multiple years, Gwinnett Chamber Small Business of the Year 2008 and in the 2009 Research Magazine”s Advisor Hall of Fame. Since 1998, he has hosted Your Green (Sat. 3 p.m. www.wniv.com).

How We Help: I help people invest with a goal of long-term capital appreciation to maximize assets for a better retirement with greater financial independence.

Problems We Solve: Procrastination and commitment are big issues. I help people make plans for their future focusing on investments for long-term capital appreciation. I recommend adjustments as needed and serve as an investment coach to help clients remain committed to their plan during times of volatility.

Results We Deliver: I have the specialized knowledge, conduct the continued research and provide ongoing advice to help relieve my clients of this burden. I help my clients plan to live better in retirement and help leave greater legacies to heirs and charity.

What Makes Us Unique: My goal is to help and educate as many people as I can, so I require no investment minimums and provide free consultations. For the past decade, I have taught retirement planning at Gwinnett colleges.

What”s Next: I will continue helping people and sharing God”s many blessings through service on charitable boards and contributions of my time, knowledge and support to numerous other causes.

Securities offered through Multi-Financial Securities Corporation, member FINRA, SIPC. Green Financial and Multi-Financial are otherwise unaffiliated. Awards and inclusion in lists cannot be considered a guarantee of future performance or success.

 

Phone: 770-931-1414, 800-275-3101 Fax: 770-931-8314 3700 Crestwood Parkway NW, Suite 140 Duluth, GA 30096 www.rogersgreen.com