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Green Financial Resources LLC Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

Green Financial Resources LLC is a small financial services firm based in Duluth, Georgia. Since 1987, Roger S. Green and the team have provided financial planning, investment guidance, and retirement income planning for individuals and small business owners. The practice emphasizes accessible support, offering complimentary consultations without asset thresholds and focusing on long-term growth and retirement income. The founder's asset harvesting approach guides retirement withdrawals with the aim of sustaining growth through extended retirement horizons. Securities and advisory services are provided through Cetera Advisors LLC, a broker-dealer and registered investment adviser, member FINRA and SIPC, with Cetera under separate ownership from Green Financial Resources.

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

Green Financial Resources LLC Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Green Financial Resources LLC's Leadership

  • Stylized image of a person
    L. G.
    Chief Operating Officer
  • Stylized image of a person
    L. M.
    Chief Operating Officer
  • Stylized image of a person
    J. P.
    President
  • Stylized image of a person
    B. K.
    Manager Client Service
  • Stylized image of a person
    J. B.
    Client Service Manager
  • Stylized image of a person
    B. S.
    Administrative Assistant

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
Location
Last Update
  • Stylized image of a person
    J. P.
    President
    Oct 23, 2024
  • Stylized image of a person
    L. G.
    Chief Operating Officer
    Jun 27, 2025
  • Stylized image of a person
    L. M.
    Chief Operating Officer
    Oct 21, 2024
  • Stylized image of a person
    B. K.
    Manager Client Service
    Oct 21, 2024
  • Stylized image of a person
    J. B.
    Client Service Manager
    Oct 21, 2024
  • Stylized image of a person
    B. S.
    Administrative Assistant
    Oct 21, 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; 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 July 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 July 2026, Green Financial Resources LLC's key employees include:

  • Chief Operating Officer: L. G.
  • Chief Operating Officer: L. M.
  • President: J. P.
  • Manager Client Service: B. K.
  • Client Service Manager: J. B.

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