Forbes Financial Planning, Inc.

Forbes Financial Planning, Inc. (CRD# 143912) is a financial advisory firm headquartered in East Greenwich, RI. They manage $176,148,324 in 851 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
660 Main Street, Unit C-3, East Greenwich, RI 02818
https://www.linkedin.com/company/forbes-financial-planning-inc
By the Numbers
  • Total Assets Under Management
    176
    MILLION
  • Total Number of Accounts
    851
    ACCOUNTS
  • Average Account Value
    $206,990
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, MA, NY, RI

Financial Advisors at Forbes Financial Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Daniel Forbes, financial advisor East Greenwich RI
Daniel P. Forbes
CRD#: 3055207
660 Main Street, Unit C-3, East Greenwich, RI 02818

Daniel Forbes (CRD# 3055207) is an Investment Advisor Representative working at Forbes Financial Planning, Inc. in East Greenwich, RI and has over 17 years of experience in the finance industry.

2
Cole Mitchell, financial advisor East Greenwich RI
Cole S. Mitchell
CRD#: 7293240
660 Main Street, Unit C-3, East Greenwich, RI 02818

Cole Mitchell (CRD# 7293240) is an Investment Advisor Representative working at Forbes Financial Planning, Inc. in East Greenwich, RI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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