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Improving Lives is the Passion that Drives our Profession

Welcome, we are Forest Hills Financial Group, an independent wealth and risk management firm working toward your goals. Since 1980, we have been helping individuals like you plan and pursue their financial objectives, and always strive to create strategies aligned with their needs.

Our Resources
Our Process
Our Values
Our History

Words of Wisdom

"Protect more, save more, have more."

- Nat Perlmutter

Age-Old Values That Stand the Test of Time

Headquartered in Manhattan, Forest Hills and Melville, New York, we understand that individuals and businesses face unique and different challenges that change over time. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, business planning, college savings, or estate strategy, our personalized service focuses on your financial goals and objectives.

Our First Priority? You.

Our First Priority? You.

We value the relationship with our clients above all else and we endeavor to provide the best quality products and service through a staff of highly trained professionals. We look forward to working with you through all stages of your life. Contact us today to learn more about how working with the 皇冠体育app family can help you succeed.

Forest Hills is not a registered investment advisor.

We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.