Green Financial Resources

Finance · Georgia, United States · 11-50 Employees

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Overview

Headquarters

3700 Crestwood Pkwy NW Ste 140, Duluth, ...

Phone Number

(770) 931-1414

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
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ZI Rank
2
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1
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About Green Financial Resources

Green Financial Resources, LLC has been assisting individuals and small business owners with financial planning, investment, and retirement income decisions since 1987. Led by Roger Green and his team, the firm emphasizes customer service and education, offering no-cost consultations without asset minimums. Their services include strategic withdrawal planning during retirement to ensure financial confidence. The company has received multiple awards for its excellence in service and community involvement.Explore more
Green Financial Resources's Social MediaPopular SearchesGreen Financial Resources LLCGreene Investments IncRoger GreenGreen Financial GroupJason PiperSIC Code 62,628NAICS Code 52,523Show more

Green Financial Resources Org Chart

RG
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President & Chief Executive Officer

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TF
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Client Service Manager (CSM) & Administrative...

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Client Service Manager (CSM)

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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Green Financial Resources

<$5M
11-50
Private
<$5M
1998
RG
Roger GreenPresident & CEO
$5.5M
11-50
Private
-
2010
LJ
Lisa JohnstonClient Service Specialist
<$5M
1-10
Private
-
2010
N/A
<$5M
1-10
Private
-
2012
RC
Robert CarlsonManaging Member
<$5M
1-10
Private
<$5M
1997
WB
William BoundsInvestment Advisor & Representative
<$5M
1-10
Private
-
2008
James Tomik, President at Jtomik Investment Planning Group
James TomikPresident
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Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

Green Financial Resources is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Green Financial Resources is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Green Financial Resources.

Green Financial Resources financials insights

Gather financial insights about Green Financial Resources, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Green Financial Resources Tech Stack

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Frequently Asked Questions Regarding Green Financial Resources

What is Green Financial Resources's official website?
Green Financial Resources's official website is www.rogersgreen.com
What is Green Financial Resources's Revenue?
Green Financial Resources's revenue is <$5 Million
What is Green Financial Resources's SIC code?
Green Financial Resources's SIC: 62,628
What is Green Financial Resources's NAICS code?
Green Financial Resources's NAICS: 52,523
How many employees does Green Financial Resources have?
Green Financial Resources has 11-50 employees
What industry does Green Financial Resources belong to?
Green Financial Resources is in the industry of: Finance, Securities Trading
What is Green Financial Resources competition?
Green Financial Resources top competitors include: Rains Purinton & Babcock, Carolina Financial, James C Butterfield Investments, Jtomik Investment Planning Group
What technology does Green Financial Resources use?
Some of the popular technologies that Green Financial Resources uses are: Cloudflare Website Optimization, AppRiver, Constant Contact, Google Tag Manager
How do I contact Green Financial Resources?
Green Financial Resources contact info: Phone number: (770) 931-1414 Website: www.rogersgreen.com
What does Green Financial Resources do?

Green Financial Resources, LLC has been assisting individuals and small business owners with financial planning, investment, and retirement income decisions since 1987. Led by Roger Green and his team, the firm emphasizes customer service and education, offering no-cost consultations without asset minimums. Their services include strategic withdraw... al planning during retirement to ensure financial confidence. The company has received multiple awards for its excellence in service and community involvement.Read More

What are Green Financial Resources social media links?
Green Financial Resources Linkedin page Green Financial Resources Facebook page
Is Green Financial Resources a public company?
Green Financial Resources is private company therefore does not currently have an official ticker symbol
See more information about Green Financial Resources

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