Founded by Charles (Chuck) Green, Charles R. Green & Associates, Inc. is an independent financial services and wealth management firm based in Atlanta, Georgia. The company focuses on helping clients build and protect their assets through personalized financial strategies. Their services encompass retirement planning, college funding, estate planning, and investment management. The firm operates as a member of Kestra Financial Partners, utilizing the brokerage and advisory platforms of Kestra Investment Services, LLC and Kestra Advisory Services, LLC to serve its clients.

Founded in

United States