“What I like best about Forward Financial is not having to worry about what's going on with my money. The communication is outstanding as we are kept well informed. It's a group that truly cares. Greg has mapped out a future for us that we are very confident in. This company takes care of their clients 100%.” – Dave R.
This statement is a testimonial by a client of the financial professional as of 02/05/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
“Greg and the entire team at FFG are just awesome. Neither my wife nor I are great financial planners. We are great savers, but not great planners. Greg has helped us gather all our scattered assets from years of multiple 401K's and other retirement accounts into one sensible portfolio. He has helped us understand what level of risk is appropriate and helps us understand future potential tax implications. The FFG team is financial smart, but people focused. They take the time to understand each individual and their unique situation.” – Steve S.
This statement is a testimonial by a client of the financial professional as of 02/05/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
“A fantastic company to partner with for investment needs. Expect to enjoy a down to earth, and knowledgeable fiduciary; a few of the standout qualities of Forward Financial Group. Working with Jana and Greg I have been a client for a year, after bouncing between "financial advisors" FFG has been an extremely pleasant experience. I hope to continue supporting this small business for the long term.” – Drew M.
This statement is a testimonial by a client of the financial professional as of 02/05/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
“We couldn’t be more pleased with Forward Financial Group. Working with Greg Alft has exceeded all expectations we had for a financial planner. His level of experience, professionalism, and ability to address our personal financial situation puts him at the top of his profession. Instead of worrying about the global financial roller coaster, we rest easy knowing Greg has communicated the short and long term implications of the market. It’s a bonus that he’s down to earth and fun to work with. The entire staff at Forward Financial Group works to make each investor their top priority.” – Amy B.
This statement is a testimonial by a client of the financial professional as of 02/05/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
“Working with these guys has been great. They are on top of annual reviews, available for questions, and even send out market updates whenever crazy things happen in the economy without prompting. You will definitely be taken care of if you work with Forward Financial.” – Kirk G.
This statement is a testimonial by a client of the financial professional as of 02/24/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
“Working with Nick has been awesome! He truly cares about our family and our financial future. Nick is very knowledgeable and always up to date about what is happening in our financial world. We always look forward to our meetings with Nick. He is there to do whatever it takes to move us forward. He is the best cheerleader! Thank you Nick!” – Tracy G.
This statement is a testimonial by a client of the financial professional as of 02/05/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
“Nick and the team at Forward Financial have been wonderful to work with over the last few years. Finding the right financial advisor was intimidating, but from our first meeting with Nick, we knew we were in good hands. Jana and the team are quick to respond to questions and requests, and Nick has done a great job of explaining different options to us to help us reach our family's goals. We appreciate all that they do and would recommend them to anyone looking.” – Anastasia W.
This statement is a testimonial by a client of the financial professional as of 02/24/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
“We have found an absolute gem of a financial planning company. It is so refreshing to work with a company that truly listens to your concerns and aspirations. Nick Buerger, our planner, has been patient and has listened and coached us along the way to our goal of retirement and beyond. We are blessed to have Forward Financial Group and Nick as part our "family” – Carl W.
This statement is a testimonial by a client of the financial professional as of 02/24/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
“I've had several financial advisors over the years, and none have compared to Eric White. He is so easy to work with and always makes himself available for questions and concerns. I'm so happy to have found a person I trust who is such a good fit for me and my investments.” – Mary B.
This statement is a testimonial by a client of the financial professional as of 02/05/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
