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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.
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
- Meet with your advisor in-person or virtually
At Forward Investment Services, we understand that managing your finances is about more than just numbers—it’s about securing your future, achieving your dreams, and protecting what matters most. As a proud member of the Wisconsin and Minnesota communities, our dedicated team of financial advisors is here to provide you with personalized investment strategies that fit your unique goals and lifestyle. Whether you’re planning for retirement, growing your wealth, or safeguarding your family’s future, we’re here to help you every step of the way with expert guidance and a wide range of investment products and services.
Investment Products & Services
Explore the financial products and services, tailored to help you achieve your goals with personalized investments, retirement planning, and insurance solutions.
- Plan for retirement with 401(k) rollovers, Traditional IRAs, and Roth IRAs.
- Explore SEP and SIMPLE IRAs designed for small business owners and their employees.
- Build a diverse portfolio with mutual funds, ETFs, and alternative options.
- Save for future education expenses with a 529 Savings Plans.
- Protect your family with life and long-term care insurance.
Investment Strategies
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 strategies.
- 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.
- Salary-based fiduciary advisors committed to acting in your best interest.
- Available by appointment at all Forward Bank locations.
- Virtual appointments also available.
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 on FINRA’s BrokerCheck
Headquartered at 1001 N. Central Ave., Marshfield, WI 54449 | 715-389-6360
Insurance and Investment products are: Not FDIC Insured. May Lose Value. Are Not Financial Institution Guaranteed. Are Not A Deposit. Are Not Insured By Any Federal Government Agency.
Forward Investment Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory Services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives.
This site is published for residents of the United States only. Financial Professionals of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites, nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
SIPC FINRA Important Information & Form CRS Business Continuity Plan