Broker Check
A Family Firm Financial Security Simplifying the Complex Tailored to You
 

Insurance

 

Retirement

 

Estate

 

Investments

Age-Old Values That Stand the Test of Time

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.

Headquartered in Forest Hills, Manhattan 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.

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 FHFG family can help you succeed.

Contact Us


Forest Hills is not a registered investment advisor


Download Our Free App

We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.

Download our app on the App Store! Download our app on Google Play!


Helpful Content

Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

 

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

The ABCs of Financial Literacy

What’s your plan and is it in alignment with this?

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Whole Life: The Key to Unlocking your Retirement

Imagine a retirement without having to worry about money? Well, it’s possible.

The Value of Planning as Retirement Approaches

Don’t wait until you’ve reached the point where you feel pressured to make major retirement decisions.

View all articles arrow

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

View all videos arrow