Our offices will be closed Monday, September 2nd in observance of Labor Day. 📆 Have a safe and happy holiday!
Forward Investment Services
Financial Services
Marshfield, Wisconsin 124 followers
Committed to helping our clients design and pursue financial goals for themselves, their families, and their businesses.
About us
Forward Investment Services - full service investment center located in Marshfield providing investment, financial planning, retirement and life insurance. Our advisors are available by appointment at any Forward Bank office location. *Not FDIC Insured *No Bank Guarantee *May Lose Value. 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.
- Website
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http://www.forward.bank/investments
External link for Forward Investment Services
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Marshfield, Wisconsin
- Type
- Public Company
- Founded
- 2006
Locations
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Primary
Get directions
1001 N Central Ave
Marshfield, Wisconsin 54449, US
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Get directions
721 S 8th St
Medford, Wisconsin 54451, US
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Get directions
366 N Lake Ave
Phillips, Wisconsin 54555, US
Employees at Forward Investment Services
Updates
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Planning for college expenses? 💸 If you're using a 529 plan, it's crucial to know what qualifies as a tax-free distribution. From tuition to room and board, we've got you covered! 🚀 Check out our latest article to learn what expenses you can pay for using your 529 plan without facing penalties. Read more ➡️ https://lnkd.in/gxXgrug7 #FinancialPlanning #529Plan #CollegeSavings #Education #TaxTips https://lnkd.in/gxXgrug7
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Cheers to another year of success! Your hard work and dedication are greatly valued. Here's to more achievements ahead. ⭐ Marisa Steinbach - 8 Years (Marshfield, WI) #workiversary #ForwardFamily
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Stop by the Forward Bank office in Phillips to schedule a FREE consultation with Aaron Schneider, Financial Advisor at Forward Investment Services! #FinancialPlanning #investments #Phillips
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One study estimates the average cost of raising a child to the age of 17 for a middle-income family is about $310,605. If you want to add the cost of education 📚 to that number, you can expect to be paying an additional $24,030 a year for the cost of a public four-year in-state university! Get a head start and meet with a financial advisor today! SOURCES: Investopedia.com; StLouisFed.org; CollegeBoard.com Investopedia.com
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🎓💡 Planning for college? Check out these 4 tax-advantaged strategies that can help you save big on education costs! From 529 plans to Custodial Roth IRAs, there are smart ways to make your money work harder for your child's future. 📚✨ Don't miss out on these valuable tips—get informed and start planning today! #CollegeSavings #TaxAdvantage #FinancialPlanning #Education https://lnkd.in/g-vqz7QG
4 Tax Advantaged College Funding Strategies
forward.bank
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#MotivationMonday 📸 "Front Porch" | Emily Ernst (Forward Insurance , Thorp)
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As a financial advisors, our team is always on the lookout for ways to grow not just financially, but personally and professionally as well. Today, Nate is diving into one of his all-time favorite reads, "Leaders Eat Last" by Simon Sinek. 📕 This book is a powerful reminder of the importance of leadership, trust, and putting people first. What books are you reading that inspire you to lead and grow? Share your recommendations with us in the comments! Let's keep learning and leading together. #NationalBookLoversDay ❤️📚 #Leadership #FinancialAdvisor #LeadersEatLast
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Rethink what your money can do! Our team is ready to help you pursue your investment, financial planning, retirement, and life insurance needs. ☎️ Schedule your FREE consultation with Aaron or Nathan in Phillips. #financialplanning #investments #Phillips
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