When my father, Robert T. Green, Sr., started this business in 1974, he knew for certain that he had to earn his client's respect, trust, and confidence and above all never compromise his integrity. In 1994, when I took the lead with the firm I vowed to uphold the same high ethical standards. This firm truly honors the trust and confidence our clients have placed with us and values the personal relationships we have built.
Many of today's clients or their families began with my father and have continued to utilize the firm's professional tax and accounting skills. The integration of these services under one roof allow us to focus on meeting your needs and attaining your goals.
Many of today's clients or their families began with my father and have continued to utilize the firm's professional tax and accounting skills. The integration of these services under one roof allow us to focus on meeting your needs and attaining your goals.
Services
Whether you have significant assets to manage-or if you are just starting to accumulate wealth-we have the tools and background to provide the services that may fit your needs.
Our personal goal is to provide you with guidance that can help you understand and better define your financial goals.
We work hard to create a mutually beneficial and respected long-term relationship with clients and their families.
Our team members take pride in knowing that we have helped many people pursue the type of financial future they dreamed about.
Our personal goal is to provide you with guidance that can help you understand and better define your financial goals.
We work hard to create a mutually beneficial and respected long-term relationship with clients and their families.
Our team members take pride in knowing that we have helped many people pursue the type of financial future they dreamed about.
Our mission is to get to know and understand your needs, wants, and long-term goals.
We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.
We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our experienced professionals have helped many people just like you with similar issues and concerns.
We specialize in creating an approach that is designed to address your individual situation.
Bobby is a firm believer in order to provide quality, in depth, services to a diverse clientele a professional must have a diverse background in many industries and business segments.
Our experienced professionals have helped many people just like you with similar issues and concerns.
We specialize in creating an approach that is designed to address your individual situation.
Bobby is a firm believer in order to provide quality, in depth, services to a diverse clientele a professional must have a diverse background in many industries and business segments.
Bobby is a Certified Public Accountant and works closely with his assistant to provide a wide range of accounting and tax services.
Bobby is also a qualified representative licensed to handle a variety of investment products.
We are dedicated to developing lasting relationships with all our clients.
We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products, accounting and tax services.
Bobby is also a qualified representative licensed to handle a variety of investment products.
We are dedicated to developing lasting relationships with all our clients.
We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products, accounting and tax services.
Manage personal affairs while you're alive and control the distribution of wealth upon your death.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Understanding tax strategies can potentially help you better manage your overall tax situation.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Understanding tax strategies can potentially help you better manage your overall tax situation.
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