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Products & Services
About Forward Financial Group
We provide financial retirement planning, insurance & wealth management services near your location in WI, helping you with informed investment decisions.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Forward Financial Group is one of 18,521 Financial companies listed in Wisconsin.
Business Contact Information
- Phone
- +1 (262) 4445401
- Fax
- +XXX (262) 4445402
- Website
- forwardfg.com
- linkedin.com/company/forwardfg
- facebook.com/forwardfg
- Address
- w248 n5233 Executive Dr, Sussex, Wisconsin, 53089, United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial Services
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 6 (6-10)
- Annual Revenue
- $1.1M ($1M-$5M)
Forward Financial Group: frequently asked questions
What does Forward Financial Group do?
We provide financial retirement planning, insurance & wealth management services near your location in WI, helping you with informed investment decisions.
Where is Forward Financial Group located?
Forward Financial Group is headquartered at w248 n5233 Executive Dr, Sussex, Wisconsin, 53089, United States.
How many employees does Forward Financial Group have?
Forward Financial Group has about 6 employees (the 6-10 range).
What is Forward Financial Group's annual revenue?
Forward Financial Group's annual revenue is estimated at $1.1M (the $1M-$5M range).
What industry is Forward Financial Group in?
Forward Financial Group is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact Forward Financial Group?
Its website is forwardfg.com and its phone number is +1 (262) 4445401.
What companies are similar to Forward Financial Group?
Other large financial companies in Wisconsin include The Northwestern Mutual Life Insurance Co, American Family Mutual Insurance Co, National Guardian Life Insurance Co and QBE North America.
Largest financial companies in Wisconsin
Largest financial companies
Manufacturing sales in Wisconsin, 2026
In Wisconsin, Factur's 2026 study counted 30 manufacturing quotes worth $957K and 6 purchase orders over 12 months: 20% of quotes became orders, against 21% nationally. See the Wisconsin data.
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