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Working with Green Era Financial.

a pain-free process, designed with you in mind

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1. Schedule a time.

This is a short introductory call for us to get to know each other. On this call, you'll be able to outline your financial concerns, desires and wishes for the future.

2. Meet with us.

In this conversation, we'll share how we work with clients, costs of services and will determine if we are the right advisors for you.

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3. Think about it.

After meeting, we'll send a recap email with next steps so that you have an understanding of what working with Green Era Financial looks like before making a decision.

Schedule a complimentary discovery call

See what our clients have to say.

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📍Based in Clearwater, FL

🖥️ Virtually serving clients nationwide

*Brokerage products and services are provided by Altruist Financial LLC, Member FINRA/SIPC. Altruist is not affiliated with Green Era Financial LLC.

Green Era Financial LLC (“Green Era Financial”, “Green Era”) is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Green Era Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Green Era Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Green Era Financial LLC © 2023 | All Rights Reserved

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