Best Financial Advisor in Alpharetta

Roger S. Green, MSFS, CFP, and the staff of his firm Green Financial Resources, LLC (GFR), have helped individuals and small businesses with their investment decisions since 1987. With thirty years of experience helping people with their money through the tough times and the good times, Roger 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 free 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. 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.