Green Financial Resources LLC

3 star rating 2 Reviews

(770) 931-1414(770) 931-1414 View Website »

The Gwinnett Commerce Center Building
3700 Crestwood Parkway NW, Suite 140Duluth, GA 30096

  map »

Reviews

  • Green Financial Resources LLC - Duluth, GA -  Darlin22

    Reviews: 1

    Roger Green and Green Financial do a wonderful job
    Darlin22 (1 review)
    1/11/2012

    I have been a client of Roger Green for over 10 years and have had wonderful, attentive service from Roger and his staff. They make you feel welcome and provide prompt efficient service whenever I call or visit their office. Of all of the businesses I have worked with, Green Financial is one of the best in terms of customer service.

    More »

    Was this review helpful?

    (0) (0)

  • Green Financial Resources LLC - Duluth, GA -  MarcCo

    Reviews: 1

    Disappointing and not recommended
    MarcCo (1 review)
    7/31/2007

    Mr. Green made an excellent first impression when I interviewed him. However, I recommend you also interview his staff because my experience at Green Financial was once I opened my account it was very difficult (if not impossible) to speak with or see Mr. Green. I was also disappointed to be charged a $200 "Administrative Fee" since I closed my account in the first year.

    More »

    Was this review helpful?

    (0) (1)


Business details

Investments

  • Annuities
  • IRAs
  • Mutual Funds
  • Retirement Plans

Services

  • Brokerage Services
  • Financial Education Workshops

Minimum Investment

  • No

Planning Types

  • Asset & Portfolio Management
  • Divorce Planning
  • Estate Planning
  • Financial Planning
  • Inheritance Planning
  • Insurance Planning
  • Investment Planning
  • Retirement Account Rollover Plans
  • Retirement Planning
  • Tax Planning

Certifications

  • Certified Estate Planner
  • Certified Financial Planner

Hours of Operation

  • MON
  • 9:00am
  • 5:00pm
  • TUE
  • 9:00am
  • 5:00pm
  • WED
  • 9:00am
  • 5:00pm
  • THU
  • 9:00am
  • 5:00pm
  • FRI
  • 9:00am
  • 4:00pm
  • SAT
  • SUN