Bankforward Consulting, LLC is an active limited liability company legally affiliated with Bank Forward, an independent community bank established in 1927. While the legal entity is "bankforward consulting, llc," the public-facing services operate under the brand names "Bank Forward" and "Investment Forward." The company provides comprehensive financial planning, investment management, and retirement planning services to individuals, families, and businesses. These services are offered through a third-party arrangement with Cetera Investment Services LLC, a registered broker-dealer, allowing the company to provide access to a wide range of investment and insurance products.

Founded in

United States