Forest Hills Financial Group

EST. AUM
$10,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number
Website fhfg.com
Client types

Overview

Forest Hills Financial Group is an independent risk- and wealth-management firm founded in 1980, with a multi-generational, family-run structure and a strong presence across the United States. It supports its financial professionals by providing extensive resources, leadership access, growth opportunities and work-life balance, enabling them to build long-term, meaningful practices. FHFG serves individuals, families and business owners, offering tailored solutions including wealth management, insurance, retirement planning, business succession and estate strategies. Guided by the core values of respect, integrity and loyalty, the firm maintains a close-knit, relationship-driven culture that combines boutique warmth with large-company infrastructure. Its independent status allows the firm and its advisors to focus solely on clients’ needs rather than product quotas or corporate mandates.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Forest Hills Financial Group

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company