Forness Financial LLC

Forness Financial LLC (CRD# 172473) is a financial advisory firm headquartered in Needham, MA. They manage $105,000,000 in 580 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    580
    ACCOUNTS
  • Average Account Value
    $181,034
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, NH, TX

Financial Advisors at Forness Financial LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kimberly S. Forness
CRD#: 4055782
105 Chestnut Street, Suite 12, Needham, MA 02492
96
Wealthminder
score

Kimberly Forness (CRD# 4055782) is an Investment Advisor Representative working at Forness Financial LLC in Needham, MA and has over 18 years of experience in the finance industry. Kimberly Forness has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Norman A. Forness
CRD#: 2950592
105 Chestnut Street, Suite 12, Needham, MA 02492
93
Wealthminder
score

Norman Forness (CRD# 2950592) is an Investment Advisor Representative working at Forness Financial LLC in Needham, MA and has over 20 years of experience in the finance industry.

3
Ryan C. Forness
CRD#: 3188939
105 Chestnut Street, Suite 12, Needham, MA 02492
93
Wealthminder
score

Ryan Forness (CRD# 3188939) is an Investment Advisor Representative working at Forness Financial LLC in Needham, MA and has over 18 years of experience in the finance industry.

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