Forum Financial Management, LP
- Financial Services
Our interdisciplinary team of specialists, Certified Public Accountants, Attorneys, and Insurance Professionals is unique. Our belief that utilizing the diverse skills of our team provides a broad perspective in choosing investment, insurance, legal and tax strategies to provide the peace of mind clients want in knowing that many viewpoints have been considered in developing financial strategies. Additionally, access to affiliate or associated legal and accounting firms allows us to help to implement the supporting services many clients need in order to streamline and simplify their lives.
Our commitment is to provide service and products that are not bound by commitments to individual investment or insurance companies and to seek solutions that optimize the chances of achieving your goals.
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Investments through PKS or RIA are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY. Purshe Kaplan Sterling Investments and Forum Financial Management, LP are not affiliated companies.