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Forward Bank

Investments

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.

Forward Investment Services

Committed to Helping Our Clients Design and Pursue Financial Goals for Themselves, Their Families and Their Businesses.

  • Options and strategies tailored to your specific financial situation
  • Comprehensive financial planning at no cost or obligation
  • One on one access to knowledgeable investment professionals
  • Ongoing collaboration to reevaluate goals and make changes to your financial plan

Close up of two sets of hands sorting through colorful puzzle pieces laying on wood table.

The First Steps of Investing With Us

Start laying the groundwork and pave the way to financial confidence! Find out how to prepare for your first meeting and what to expect from a financial planner.

Advisors Committed to Your Goals

Our knowledgeable investment professionals can assist you to determine what options may be right for you to retire the way you want by participating in gains and reducing downside risk.

A convenient location is nearby

Forward Investment Services is available by appointment at all Forward Bank locations. Find a location near you and make an appointment to meet with an advisor. 

Check the background of this investment professional.

BrokerCheck by FINRA

1001 N Central Ave, Marshfield, WI 54449  |  715-389-6360

*Not FDIC Insured *No Bank Guarantee *May Lose Value

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice.

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.