Low-cost stock market investing made easy
In minutes, get your personalized investment plan, done-for-you portfolios, and brand-new investment account set up. All advice and portfolios created by licensed investment professionals and access your account 24/7 from any device.
Personalized investment plan in minutes
Investing involves risk. Individual experience may vary.
Who is Green Financial Solutions?
Green Financial Solution is a Registered Investment Advisory firm that offers ready-to-go portfolio recommendations based on your investment profile in just minutes. Green Financial Solutions gives investors, like you, access to high-growth stock portfolios, high-yield saving strategies, and personal financial recommendations from licensed investment professionals. Founded in 2014 by CIO Craig Bailey, the company is based in California.
How does it work?
Step 1
The Questionnaire
Save time
Answer a few simple questions via our encrypted questionnaire
Peach of mind
Knowing you’re getting an investment plan designed around what matters most to you
No wasting time in traffic
Access the questionnaire from any mobile devices 24/7 no driving to meetings
Step 2
The Plan
Save Money
For one low flat fee of $997, get your personalized investment plan sent and access to our done-for-you portfolios
Have Peace
Get recommendations that you know are designed to help you reach your unique financial goals
Start Investing Fast
Get your personalized investment plan sent to your inbox in just a few minutes
One-on-One Access
Get the option to have a virtual one-on-one meeting with adviser to answer any of your questions
Step 3
Start Growing Your Money
Reach Your Goals Faster
Our proprietary done-for-you portfolios are strategically designed to grow your money
Unlimited Control Over Your Money
Move your money in and out of your account as much as you want. Even start investing with as little as $100
More Freedom
Investing will give you another potential income stream that will give you more financial freedom
Easily Accessible
Easily see how your money is doing 24/7 on convenient mobile app
Step-by-Step Instructions
Get all the help you need setting up your account with one page of step-by-step instructions or with a video walk through.
Why Green Financial Solutions?
Convenient
Get your personalized plan right to your inbox within minutes — without leaving your home.
Recommendations Lead to Real Results
Get an actionable plan to help you start building wealth.
Higher Expected Returns
Done-for-you portfolios designed for growth and income. Offering more ways to grow your money.
Always in Control
On any device, easily withdraw or deposit any amount you want, whenever you want.
In Minutes, Get Your Personalized Investment Plan, Access To Done-For-You Portfolios, and Start Investing Today
Currently Plans Only $997 (No Commissions, No Ongoing Management Fees, No Hidden Fees)
Contact
Phone: (424) 253-6486
9320 Wilshire Blvd. Beverly Hills, CA 90212
craig@greenfinancialsolutions.net
Check the background of your financial professional on FINRA's Brokercheck.
Important Disclosures: Investing involves risk, including loss of principal. Past performance does not guarantee or indicate future results. Please consider, among other important factors, your investment objectives, risk tolerance and Green Financial Solutions pricing before investing. Diversification and asset allocation do not guarantee a profit, nor do they eliminate the risk of loss of principal. Actual clients may achieve investment results materially different from the performance provided. Please note that a properly suggested portfolio recommendation is dependent upon current and accurate financial and risk profiles. Clients who have experienced changes to their goals, financial circumstances or investment objectives, or who wish to modify their portfolio recommendation, should promptly update their information and complete a new plan questionnaire through the website. Green Financial Solutions reserves the right to restrict or revoke any and all offers at any time.
Investors should consider the investment objectives, risks, and charges carefully before investing.
Access to Green Financial Solutions services is only available to clients who accept our investment advisory agreement, and accept Green Financial Solutions' Form ADV and Part 2 Brochures.