Forward Financial Services, Inc.

Forward Financial Services, Inc. Learn more: https://www.forwardfinancialsrv.com/ Forward Financial Services, Inc.'s goal is not to be your ordinary financial services firm.

Forward Financial Services is a comprehensive financial planning, wealth management, and advisory firm committed to helping our clients improve their long-term financial success. We are a collection of independent advisors with different specialties and expertise. We pride ourselves in providing a unique educational approach to the client experience. We offer a large array of financial services an

d work with a collection of partners and affiliates to meet and exceed client expectations. We pride ourselves in challenging conventional mindsets regarding wealth accumulation and our goal is to put people, not institutions in charge of their hard-earned money. It is our great honor to service our clients and we look forward to your call.

04/15/2026

At Forward Financial Services, Inc., strong partnerships matter.

Thankful for Commonwealth Financial Group- Purpose. Progress. Shared Value.

Your support strengthens everything we do for our clients.

Had an amazing time with my colleagues and family. Thank you Commonwealth Financial Group
03/04/2026

Had an amazing time with my colleagues and family. Thank you Commonwealth Financial Group

Last week, Tom and his family enjoyed their trip to Turks and Caicos with Commonwealth Financial Group. Tom was named on...
03/04/2026

Last week, Tom and his family enjoyed their trip to Turks and Caicos with Commonwealth Financial Group. Tom was named one of the top 25 advisors in 2025 with CFG and therefore was honored at CFG’s annual agency trip in Turks and Caicos.

The Forward Financial Services team and clients appreciate the partnership with CFG and look forward to another successful year together!

08/05/2025

NEW: Check out this week's market update!

| Stay informed! Our market update provides the latest insights on the economy and what's driving market activity. Reach out if you're interested in booking a meeting to discuss your investment strategy.

Click the link below ⬇️

The Forward Financial Services, Inc. Team was well represented today at our larger agency’s Spring Symposium. We are ver...
05/29/2025

The Forward Financial Services, Inc. Team was well represented today at our larger agency’s Spring Symposium. We are very thankful for our entire team, especially Jen and Deidre, who do an amazing job in their respective roles to help us best service our clients!

Tom was recognized for being one of the top Veteran Advisors, while Matt was also recognized for being one of the top Advisors in the agency’s New Advisor Program. We are grateful for our partnership with Commonwealth Financial Group and all the resources they provide to us/our clients!

Congrats to our very own Matt Ward for achieving some notable accomplishments over the last few months. Matt qualified f...
04/23/2025

Congrats to our very own Matt Ward for achieving some notable accomplishments over the last few months. Matt qualified for his first ‘Leaders Conference’ in 2024 and also achieved ‘Rising Leaders’ for the second time in his career earlier this year. We’re excited for him to continue doing a great job for all of his/our clients for years to come!

12/16/2024

We had an awesome Forward Financial Services, Inc. team dinner last Thursday night to celebrate all our wins in 2024. A huge thank you to all our clients and referral partners, both old and new, for making this year our best one yet.

Thank you Thomas Valentine for bringing us out!

Exciting News from Forward Financial Services, Inc., We're Hiring!We are looking for someone to join our team as an Admi...
11/20/2024

Exciting News from Forward Financial Services, Inc., We're Hiring!

We are looking for someone to join our team as an Administrative Assistant at our comprehensive financial planning firm in Worcester’s Tatnuck area! This part-time role (15-20 hours/week) is perfect for someone who’s positive, detail-oriented, and enjoys both team collaboration and independent work.

What we’re looking for:
• Excellent communication skills
• Ability to meet deadlines and multitask
• Positive attitude & passion for helping others

Details:
• Start date: Early 2025
• Pay: Negotiable based on experience

Interested? Email Jen at [email protected] with your resume.

Our team had a great day yesterday at the Commonwealth Financial Group Fall Sales Conference! Matt Ward - Forward Finan...
09/13/2024

Our team had a great day yesterday at the Commonwealth Financial Group Fall Sales Conference!

Matt Ward - Forward Financial Services, Inc.

05/01/2024

Address

645 Chandler Street
Worcester, MA
01602

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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