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Meet Our Financial Advisors in Wisconsin & Minnesota
Connect with a financial advisor at Forward Investment Services, available by appointment at all Forward Bank locations. Find a location near you and schedule your appointment today.
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Financial Advisors
Meet the dedicated, local advisors at Forward Investment Services, your neighbors right here in Wisconsin and Minnesota. Our experienced team is committed to understanding your unique needs and helping you achieve your goals—whether it’s planning for retirement, growing your wealth, or securing your family’s future. For your convenience, advisors are available by appointment at any Forward Bank location and can meet with you in person or virtually. We take pride in building strong relationships with our community members and providing personalized guidance every step of the way.
With a collective commitment to your financial well-being, our financial advisors and support staff work closely together to ensure you always receive consistent, attentive service. We offer all clients holistic financial planning at no cost or obligation because we believe everyone deserves access to expert guidance and a clear path to achieving their financial goals. You can trust that our team will be there when you need us, consistently delivering reliable, responsible service every step of the way.
Build Your Future with Expert Financial Guidance
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Headquartered at 1001 N. Central Ave., Marshfield, WI 54449 | 715-389-6360
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. Financial advisors may be eligible to receive additional compensation derived from product sales.
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