About Forest hills financial group
Forest Hills Financial Group: Your Trusted Partner in Financial Planning
Since 1980, Forest Hills Financial Group has been a leading provider of financial planning services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals by providing personalized strategies that are tailored to their unique needs.
At Forest Hills Financial Group, we understand that everyone's financial situation is different. That's why we take the time to get to know each of our clients on a personal level, so we can create customized plans that are designed specifically for them. Whether you're planning for retirement, saving for college, or looking to grow your business, we have the expertise and resources you need to succeed.
Our Services
We offer a wide range of financial planning services designed to help our clients achieve their goals. Some of our most popular services include:
Retirement Planning: We'll work with you to create a comprehensive retirement plan that takes into account your current assets, future income needs, and risk tolerance.
Investment Management: Our team will help you develop an investment strategy that aligns with your long-term goals and risk tolerance.
Estate Planning: We'll help you create an estate plan that ensures your assets are distributed according to your wishes after you pass away.
Business Planning: If you own a business or are thinking about starting one, we can help with everything from entity selection and tax planning to succession planning and employee benefits.
Insurance Services: We offer a variety of insurance products designed to protect your family and assets from unexpected events like illness or death.
Why Choose Forest Hills Financial Group?
There are many reasons why individuals and businesses choose Forest Hills Financial Group as their trusted partner in financial planning:
Experience - With over 40 years of experience in the industry, we have the knowledge and expertise needed to navigate even the most complex financial situations.
Personalized Service - We take pride in getting to know each of our clients on a personal level so we can provide customized solutions tailored specifically for them.
Comprehensive Approach - Our team takes a holistic approach when it comes to financial planning. We consider all aspects of your finances – from investments and taxes to insurance and estate planning – so nothing falls through the cracks.
Transparency - At Forest Hills Financial Group, transparency is key. We believe in being upfront about fees and commissions so there are no surprises down the road.
Technology - We use cutting-edge technology tools like eMoney Advisor®️to provide real-time access for clients' accounts information anytime anywhere they want it.
Conclusion
If you're looking for expert guidance when it comes managing your finances or growing your business look no further than Forest Hill’s group! With over four decades experience providing personalized service combined with cutting-edge technology tools like eMoney Advisor®, there's no better choice than us when it comes achieving success financially!
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