Green Fairways Financial

CONNECT

Address:

1790 East Venice Ave Suite 202
Venice, FL 34292

Phone:

941-218-4010

Fax/Other:

941-218-4025

With over 30 years of proven retirement planning experience, our sound professional advice and ongoing monitoring of your portfolio's performance will keep you on the right path towards a healthy financial future.
Green Fairways Financial has a multigenerational team of three financial advisors and support staff dedicated to providing personal service and professional Integrity.

JIM TATE, CFP®

Managing Principal
Senior PIM Portfolio Manager
941-218-4010
Email

KELLEY TATE

Financial Advisor
Business Manager
941-218-4010
Email

JAKE TATE

Financial Advisor
941-218-4010
 
Email

CRYSTAL JONES

Operations Manager
Registered Associate
941-218-4010
Email

ALEX TATE

Client Service Associate
941-218-4010
 
Email

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals