Forward Financial

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

150 N Wacker Dr Ste 2140, Chicago, Illin...

Phone Number

(312) 487-4848

Revenue

$5.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Forward Financial

Forward Financial is an independent fiduciary wealth management firm focused on expanding freedom, fun, and fulfillment for its clients. By leveraging Nobel Prize-winning research and extensive planning experience, the firm tailors financial strategies to meet individual client aspirations. They offer a range of services including financial planning, investment selection, risk management, and multigenerational wealth transfer. Their target clients are individuals seeking expertise, accountability, and a holistic approach to wealth management.Explore more
Popular SearchesForward FinancialGuardian Life Insurance CoForward Financial LLCSIC Code 62,628NAICS Code 52,523Show more

Forward Financial Org Chart

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Customer Service Representative

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Customer Service Representative II

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Forward Financial

$5.3M
11-50
Private
-
-
JT
Julie TabbertCustomer Service Representative
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
1975
<$5M
1-10
Private
-
2014
WH
Wendy HenzeyExecutive Assistant
<$5M
1-10
Private
-
-
RN
Rebecca Novin-CannonFounder & President
<$5M
1-10
Private
-
2004
AU
Allison UrbanClient Service Associate
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Forward Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Forward Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Forward Financial.

Forward Financial Tech Stack

A closer look at the technologies used by Forward Financial

Top Finance Companies

Frequently Asked Questions Regarding Forward Financial

What is Forward Financial's official website?
Forward Financial's official website is www.forwardfinancial.net
What is Forward Financial's Revenue?
Forward Financial's revenue is $5.3 Million
What is Forward Financial's SIC code?
Forward Financial's SIC: 62,628
What is Forward Financial's NAICS code?
Forward Financial's NAICS: 52,523
How many employees does Forward Financial have?
Forward Financial has 11-50 employees
What industry does Forward Financial belong to?
Forward Financial is in the industry of: Finance, Securities Trading
What is Forward Financial competition?
Forward Financial top competitors include: Novin Cannon Financial Group, Robert Fine and Associates, Wealth Advisory Services, Financial Guidance Group
What technology does Forward Financial use?
Some of the popular technologies that Forward Financial uses are: DocuSign, WordPress.org, PHP, Cloudflare CDN
How do I contact Forward Financial?
Forward Financial contact info: Phone number: (312) 487-4848 Website: www.forwardfinancial.net
What does Forward Financial do?

Forward Financial is an independent fiduciary wealth management firm focused on expanding freedom, fun, and fulfillment for its clients. By leveraging Nobel Prize-winning research and extensive planning experience, the firm tailors financial strategies to meet individual client aspirations. They offer a range of services including financial plannin... g, investment selection, risk management, and multigenerational wealth transfer. Their target clients are individuals seeking expertise, accountability, and a holistic approach to wealth management.Read More

Is Forward Financial a public company?
Forward Financial is private company therefore does not currently have an official ticker symbol
See more information about Forward Financial

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