At Green Financial Group, we see our clients as more than just a number. We treat them like family and are deeply focused on building meaningful relationships together rooted in trust. While some may perceive the financial industry as cold and impersonal, we make it our mission to shatter that misconception.
Every day, we are humbled by the kind words and gratitude expressed by our clients. Feedback like this fuels our passion and commitment to continue doing what we do best: providing personalized financial guidance and support. Here are some recent testimonials from clients that inspire and motivate us:
“Our experience with Green Financial Group has been exceptional. They don't just manage our money; they have really taken the time to understand our goals, listen to our concerns and understand our risk tolerance.
From the outset, they impressed us with their in-depth financial planning and realistic modeling. They didn’t just present us with rosy scenarios. They showed us how they would handle potential downturns in the market and what different changes in our lifestyle may mean for our financial situation. This type of honesty and transparency has given us immense confidence in them.
On top of that, they are really friendly and courteous. They take the time to thoroughly explain intricate financial concepts in a way that's easy to understand and always respond quickly to our questions and concerns; we never feel like we’re left hanging.
We also really appreciate how they're continuously improving their services and even offer valuable ancillary services like insurance review and introductions to other professionals, such as estate planners.”
– Mark & Sarah T.
The statement is a testimonial from current clients as of 02/20/2024 and may no longer be applicable or clients. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and clients consents to use of this testimonial in the advisor's advertisements. The testimonial is not representative of all client's experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn't always profitable.
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“Working with Green Financial Group has been an absolute pleasure since 2010. I've had the opportunity to work with many members of the team over the years, and each experience has been consistently positive. Accessibility and the quality of information provided are top-notch, inspiring a sense of security in my financial decisions.
I've referred numerous friends to Green Financial Group, and the fact that they're all satisfied speaks volumes. This is my first and only experience with a financial advisor, and I wouldn't have it any other way.
What sets Green Financial Group apart is their personal touch. For instance, Jeff Green has been incredibly hands-on with my accounts. He always makes time for me and patiently explains answers to my financial questions. And Lauren Smith doesn't just talk finances; she genuinely cares. She’ll stay on the phone with me, taking the time to chat about my grandkids and tell me about her own family. It's a level of personalized service that you don't often associate with money management, but it makes all the difference."
– Jennifer M.
The statement is a testimonial from current clients as of 02/4/2024 and may no longer be applicable or clients. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and clients consents to use of this testimonial in the advisor's advertisements. The testimonial is not representative of all client's experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn't always profitable.
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“My husband and I interviewed several financial advisors about our retirement plans. Unlike other companies, Green Financial Group stood out because they had a genuine interest in understanding us as individuals, not just potential clients. They took the time to truly familiarize themselves with our goals, lifestyle and timelines, without any pressure to work with them. They called to check in on us often, each time learning more about who we are, what is important to us and what we wanted out of our golden years. Getting to know us on this level for many years before we retired built a high level of trust that continues to be a cornerstone of our relationship today.
They are easy to talk to, incredibly honest and ensure we are informed about our accounts. When changes are needed, they provide us with key information and analysis, offer their guidance, but ultimately let us make the final decision, which we greatly appreciate.
Above all, we trust they are treating our investments like they would treat their own, which makes us feel even more confident in our financial future.”
– Teresa A.
The statement is a testimonial from current clients as of 02/15/2024 and may no longer be applicable or clients. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and clients consents to use of this testimonial in the advisor's advertisements. The testimonial is not representative of all client's experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn't always profitable.
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“I work with Green Financial Group because they make me feel so comfortable. My background is in engineering; not finance. So while I do consider myself an intelligent person, there are definitely areas of financial planning and investing where I need a little extra hand-holding.
Lauren Smith and Jeff Green are incredibly patient with me in doing just that. They never make me feel like my questions are silly. In particular, Lauren has a calming presence that puts me at ease, and she explains complex financial strategies in a way that's simple and straightforward. I also appreciate the way Jeff doesn’t shy away from difficult conversations and ensures I understand both the potential rewards and risks. He reminds me of my dad because I feel like that’s the protective way he looks out for my interests.
The bottom line is that I completely trust them and their judgment.
And my trust in them helps me feel confident in my financial future, knowing I have a team in my corner that has my best interests at heart.”
– Nina F.
The statement is a testimonial from current clients as of 03/14/2024 and may no longer be applicable or clients. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and clients consents to use of this testimonial in the advisor's advertisements. The testimonial is not representative of all client's experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn't always profitable.
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“Before retiring from my 46-year career in the oil and gas industry, I interviewed four different money managers. I had a few hot buttons and qualifications that needed to be met.
First, I had to believe that the person and the financial organization were of great integrity and trustworthiness.
Second, the person in which I depended on to fulfill that trust would need the credentials and experience necessary to be successful.
The third quality that I looked for was a healthy dose of good ole common sense – and was the most difficult characteristic to recognize.
However, I chose Green Financial Group because they embody all of these things and more.
I continue to appreciate the advice I receive, particularly when Jeff has kept me from committing some of my old investment mistakes, such as running to safety when the market is falling and buying back in when the market is on the upswing (otherwise known as fear and greed).
Overall, I’m very satisfied with how they handle business and am confident my funds are in good hands. I would recommend Green Financial Group to anyone.”
– Ralph D.
The statement is a testimonial from current clients as of 04/06/2024 and may no longer be applicable or clients. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and clients consents to use of this testimonial in the advisor's advertisements. The testimonial is not representative of all client's experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn't always profitable.
