Green Financial
At Green Financial, located in Kirkland, Washington, we specialize in crafting tailored financial solutions, from comprehensive employee benefit plans to individual medical insurance and investment strategies. Our commitment is to provide in-depth research and analysis, ensuring that all solutions are presented clearly and understandably. With a longstanding presence in the insurance and investment sectors, we offer a full spectrum of financial services to both businesses and individuals. Our reputation is built on delivering expert, personalized service to each client, ensuring their unique financial needs are met with the highest standard of excellence.
Our Approach
We approach every client's business as if it were our own. We believe a consulting firm should be more than just an advisor. We put ourselves in our clients' shoes, align our incentives with their objectives, and collaborate to bring the best solutions for their needs. This builds deep and enjoyable relationships.
Who We Are
In 1986 Fred watched his dad as he spent half a day with a challenged elderly woman sorting through her insurance affairs. She wasn't a client and Green Financial didn't make a dime that day. When Fred questioned his dad about it he replied, "this business is about doing the right thing, do that and the dollars will take care of themselves". Green Financial has been doing the right thing for over 30 years now and sometimes it looks just like that.
Meet the Green Financial Executive Team
Fred Green, Founder & CEO, Financial Advisor
Steve Brown, Executive Vice President, Financial Advisor
Julie Stultz, Executive Vice President - Operations
Brandy Schuster, Vice President - Individual Market, Benefits Advisor
Pamela Green, Chief Financial Officer
Address: 11930 Slater Avenue Northeast, Suite 100, Kirkland, WA 98034, USA
Phone: +1 425 821 1111 / +1 800 877 8019
FAX: +1 425 821 3587
