Forest Hills Financial Inc. is an Independent Financial Services Firm. We do not approve or endorse any third party communication.
Everyone has different financial goals, but what each person has in common is their need for a financial plan. Talking about one's financial situation can be a bit daunting; everyone has a different way they feel about money, and they have specific goals they want to work towards. Our advisors will recommend a financial plan that takes into account what you need – retirement planning, investments, insurance and more. You'll receive the financial products and services that fits you to put you on your path to your financial goals. We do not approve or endorse any third party communication.
When Jaime Westenbarger, President/CEO started Forest Hills Financial in October of 2006 after years of working in other financial companies, he had one purpose in mind...To create a company he would want to be a client of. From his advisors unique perspectives on retirement planning to the first of its kind “Client Bill of Rights” we treat you the way we would want to be treated.
The Team at Forest Hills Financial is prepared to assist their clients with a broad selection of resources including:
Financial Planning
• Retirement plan rollovers
• 401(k) Planning/Review
• Wealth Management
• College Plans
• Estate Plans
Investments
• Roth/Traditional IRA
• SEP IRA
• Bonds
• 401(k) Rollover
• Unit Investment Trusts
• Stocks
• Mutual Funds
Insurance
• Fixed & Variable Annuities
• Life Insurance
• Long Term Care Insurance
• Disability Income
We do not approve or endorse any third party communication.