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Forest Hills Financial Group

Achieving Your Financial Goals Is Our Passion

Financial planner in Melville, NY (show on map)
Google 5.0
★★★★★
2 reviews

Independent risk and wealth management firm helping individuals and businesses plan and pursue financial objectives for over three decades.

Call (631) 589-5400
Navigate to Visit website
Forest Hills Financial Group website

About

FHFG has been helping individuals and businesses plan and pursue their financial objectives for over three decades. As an independent, privately-held company, achieving clients' goals is their only concern, allowing skilled advisors to recommend any financial product available to achieve objectives.

Advisors examine every facet of clients' finances, including income, assets, liabilities, cash flow, insurance, spending, and more, to gain a complete view of financial health and create realistic plans to achieve goals.

Independent, privately-held firm
Access to Guardian Life Insurance Company of America
Comprehensive suite of financial services
Family-oriented, relationship-driven approach

Services

Insurance

Comprehensive insurance solutions tailored to individual and business needs.

Wealth Management

Strategic wealth management services for sophisticated investors.

Retirement Planning

Expert retirement planning to ensure financial security in later years.

Estate Planning

Comprehensive estate planning services to protect and transfer assets.

Group Benefits

Tailored group insurance and benefits solutions for businesses.

Succession Planning

Strategic planning to ensure smooth business transitions.

Credentials & Certifications

CLU®
ChFC®
CFA
MD
JD

Reviews

Google
Rating
5
★★★★★
Reviews
2
"His investment services are truly second to none."

Frequently Asked Questions

What is FHFG's approach to insurance? +

FHFG evaluates clients' insurance requirements, explains how different policy types work, and recommends suitable products without hard sells or complicated jargon.

How does FHFG assist with retirement planning? +

FHFG helps clients understand savings needs, investment strategies, and retirement income planning to ensure financial security in later years.

What sets FHFG apart from other financial firms? +

FHFG is distinguished by its inclusive, relationship-driven atmosphere, access to extensive resources, industry leadership, and a commitment to values like respect, integrity, and loyalty.

Contact Forest Hills Financial Group

Forest Hills Financial Group
Category
Financial planner
Wheelchair Accessible
Call (631) 589-5400

Location

Location of Forest Hills Financial Group, 200 Broadhollow Rd Ste 405, Melville, NY 11747 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with Forest Hills Financial Group?

Reach out today to schedule a consultation.

(631) 589-5400

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