Green Financial Resources LLC Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

Roger S. Green, MSFS, CFP®, and the staff of Green Financial Resources, LLC (GFR), have helped individuals and small business owners with their financial planning, investment, and retirement income decisions since 1987. With over thirty-five 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 no-cost 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 and retirement income; 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.

Securities and advisory services offered through Cetera Advisors LLC, a Broker/Dealer and Registered Investment Adviser, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.

Find Green Financial Resources LLC employees' phone numbers or email addresses

Green Financial Resources LLC Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Green Financial Resources LLC's Leadership

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    L. G.
    Chief Operating Officer
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    L. M.
    Chief Operating Officer
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    R. S. G.
    President/Ceo
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    J. P.
    President
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    A. C.
    Client Services Manager (csm)
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    B. K.
    Manager Client Service
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    J. B.
    Client Service Manager
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    A. G.
    Investment Adviser Representative
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Green Financial Resources LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Other

Contact profiles from Green Financial Resources LLC

Name
Title
Contact Info
Location
Last Update
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    R. S. G.
    President/Ceo
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    United StatesGeorgia
    Nov 19, 2025
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    J. P.
    President
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    Oct 23, 2024
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    L. G.
    Chief Operating Officer
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    Jun 27, 2025
  • Stylized image of a person
    L. M.
    Chief Operating Officer
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    Oct 21, 2024
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    A. C.
    Client Services Manager (csm)
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    United StatesGeorgia
    Oct 20, 2025
  • Stylized image of a person
    B. K.
    Manager Client Service
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    Oct 21, 2024
  • Stylized image of a person
    J. B.
    Client Service Manager
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    Oct 21, 2024
  • Stylized image of a person
    A. G.
    Investment Adviser Representative
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    United StatesGeorgia
    Sep 09, 2025
  • Stylized image of a person
    B. S.
    Administrative Assistant
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    Oct 21, 2024
  • Stylized image of a person
    J. D.
    Administrative Assistant
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    United StatesGeorgia
    Oct 23, 2024

Frequently Asked Questions

What is Green Financial Resources LLC known for?

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Green Financial Resources LLC operates in the Financial Services industry. The company's main headquarters is located in 3700 Crestwood Parkway Northwest #140 Duluth, Georgia 30096 United States; you can contact the main corporate office by phone at . Explore Green Financial Resources LLC's company overview page for more information.

What is Green Financial Resources LLC's most common email format?

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Green Financial Resources LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Green Financial Resources LLC email formats with LeadIQ.

How many employees does Green Financial Resources LLC have currently?

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Green Financial Resources LLC has approximately 7 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Green Financial Resources LLC's key employees and leadership?

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As of February 2026, Green Financial Resources LLC's key employees include:

  • Chief Operating Officer: L. G.
  • Chief Operating Officer: L. M.
  • President/Ceo: R. S. G.
  • President: J. P.
  • Client Services Manager (csm): A. C.

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