Forum Financial Management, LP
- Financial Services/Consulting
We are independent, fee based financial planners who work with both businesses and individuals in the design and execution of their specific and unique financial futures. On the business side we help with the design and implementation of group retirement strategies and plans. On the personal side we help with the design and implementation of retirement, estate and succession planning.
We'd like to be an independent resource for you.
Whom to Contact
- Lee KolodziejRetirement Specialist/Planner
- Karma Otten
We are about a half mile north of Yorktown Mall on Highland Ave.