Forbes Financial Planning, Inc.

Forbes Financial Planning, Inc. (CRD# 143912) is a financial advisory firm headquartered in East Greenwich, RI. They manage $151,653,233 in 862 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    862
    ACCOUNTS
  • Average Account Value
    $175,932
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, MA, NY, RI

Financial Advisors at Forbes Financial Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Daniel P. Forbes
CRD#: 3055207
660 Main Street, Unit C-3, East Greenwich, RI 02818

Daniel Forbes (CRD# 3055207) is an Investment Advisor Representative working at Forbes Financial Planning, Inc. in East Greenwich, RI and has over 16 years of experience in the finance industry.

2
Cole S. Mitchell
CRD#: 7293240
660 Main Street, Unit C-3, East Greenwich, RI 02818

Cole Mitchell (CRD# 7293240) is an Investment Advisor Representative working at Forbes Financial Planning, Inc. in East Greenwich, RI and has 1 year of experience in the finance industry.

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