5 /5 Benjamin Lord: I spent a lot of time researching before choosing a financial adviser, and even with high expectations, Cary Green at Green Era Financial has exceeded them. He is incredibly proactive, staying ahead of market trends while tailoring his approach to my specific financial goals.
One of the things I appreciate most about working with Cary is his ability to break down complex financial concepts into clear, actionable strategies. He regularly sends out well-crafted newsletters that provide timely insights on market trends, explaining how they could impact my financial plan and what steps—if any—should be taken. It’s rare to find an adviser who is both highly knowledgeable and deeply committed to keeping clients informed.
Beyond his expertise, Cary is also exceptionally responsive. Anytime I have a question or concern, he is quick to provide thoughtful, well-researched answers, ensuring I always feel confident in my financial decisions.
Most importantly, Cary delivers results. He’s helping me build toward my retirement with confidence, and I couldn’t be more pleased with the level of service and dedication he provides. If you’re looking for a financial adviser who truly goes above and beyond, I highly recommend Cary Green at Green Era Financial.