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Guide to Gwinnett: Financial Resources

sponsored by
Green Financial Resources, LLC

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 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

Forrestall Cpas

Houston, Myers & Company

Mcclain & Company

Mcmullan & Company

Melissa Probst CPA

Moore Stephens Tiller

Poes Accounting Service

Lee Pennington, Cpa

Rector, Reeder & Lofton

Reed, Quinn & Mcclure Llc

Rhodes, Young, Black & Duncan

Robin Smith CPA

Westbrook, Mcgrath, Bridges, Orth & Bray

Wilson Lewis Accounting

Financial Advisors

Allegiance Retirement Solutions

Atlanta Wealth Partners

Cowan & Kohne Financial Group

Edward Jones: Gwinnett Financial Advisors

Green Financial Resources Llc

Hansen Financial Services, Inc.

Reed Financial Group

Sugarloaf Wealth Management

Wealth Horizon Inc.

Weaver Capital Management LLC

Mortgage Companies

Brand Mortgage

Homestar Financial Corporation

Southeast Mortgage of Ga, Inc.

Success Mortgage Partners

The Perpetual Financial Group