This website uses cookies to enhance user experience and provide analytics data, and by continuing to use the site, you consent to the use of cookies.
Investments & Financial Planning
Forward Investment Services is a full service investment center with a team of professionals to help you pursue your investment, financial planning, retirement and life insurance needs.
Jump to a section
Benefits to Move You Forward
- Options and strategies tailored to your unique goals
- Financial planning at no cost, or obligation
- Work with experienced financial advisors
- Access to range of investment products
- Ongoing collaboration to reevaluate goals
Investment Products & Services
Explore the financial products and services, tailored to help you achieve your goals with personalized investments, retirement planning, and insurance solutions.
- Build a diverse portfolio with mutual funds, ETFs, bonds, and annuities.
- Plan for the future with 403(b) and 529 savings accounts.
- Protect your family with life and long-term care insurance.
- Get guidance from advisors who understand your needs.
Investment Solutions
Learn about our client-focused approach to financial planning, including customized strategies, expert advice, and ongoing support to help you navigate your financial journey with confidence.
- Plan for a secure retirement with tailored options.
- Create a comprehensive financial strategy for every stage of life.
- Grow and protect your wealth with smart investment strategies.
- Safeguard your family’s future with customized insurance solutions.
- Invest in your children’s education with flexible savings plans.
Team of Financial Advisors
Meet our local financial advisors dedicated to helping you achieve your financial goals.
- Friendly, local experts who understand your unique needs
- Advisors committed to building strong relationships in your community
- Available by appointment at all Forward Bank locations in Wisconsin and Minnesota
Additional Services
Advance Your Financial Journey
At Forward Investment Services, we prioritize your financial growth and development. That’s why we offer a wealth of additional resources including financial education, budgeting tools, and insightful articles to help you navigate every step in your financial journey.
Check the background of this investment professional.
Insurance and Investment products are *Not FDIC Insured *No Bank Guarantee *May Lose Value *Not Insured by Any Federal Government Agency *Not a Deposit
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/ SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
The financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states (registrations vary by individual representative): WI, CA, FL, IL, MN, TN, TX and SD.
When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.