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GFG Pre-Retirement Checklist

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Houston

1400 Post Oak Blvd.
Suite 150
Houston TX 77056

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The Woodlands

(By appointment only)

 

 

 

Contact Info

Phone: 713-244-3030
Fax: 713-513-5669

clients@greenfinancialgrp.com

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Legal Disclosures | Raymond James

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Links are being provided for information purposes only. Raymond James is not affiliated with and
does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible
for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities are offered through
RAYMOND JAMES FINANCIAL SERVICES, INC.,
Member FINRA / SIPC

Investment Advisory services offered through Raymond James Financial Services Advisors, Inc. Green Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

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