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Forward Financial GroupFinancial advisor in Sussex, WI

Forward Financial Group is a financial advisor at W248N5233 Executive Dr Ste 500, Sussex, WI 53089, ranked #1 of 242 financial advisors in Sussex and rated 5.0 from 49 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Sussex, WIUpdated 0 paid placements in any rankingHow we rank

Call (262) 444-5401Website ↗

Key facts

Key facts about Forward Financial Group
AddressW248N5233 Executive Dr Ste 500, Sussex, WI 53089Get directions
Phone(262) 444-5401
Websiteforwardfg.com
HoursMonday to Thursday: 8:30 AM – 4:30 PM; Friday: 8:30 AM – 3 PM
Google rating5.0 from 49 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Sussex and 11 towns within 25 miles: Waukesha, Menomonee Falls, Brookfield, Richfield, Germantown, New Berlin, Wauwatosa, Mequon, Oconomowoc, West Allis and Brown Deer.

Based in Sussex, WIView on map

Opening hours

Opening hours for Forward Financial Group
DayHours
Monday8:30 AM – 4:30 PM
Tuesday8:30 AM – 4:30 PM
Wednesday8:30 AM – 4:30 PM
Thursday8:30 AM – 4:30 PM
Friday8:30 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Forward Financial Group

How is Forward Financial Group ranked in Sussex?

Forward Financial Group is ranked #1 of 242 financial advisors in Sussex by RFA Score, with 73 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Forward Financial Group’s hours?

Forward Financial Group is open Monday to Friday. Its listed hours are Monday to Thursday, 8:30 AM – 4:30 PM; Friday, 8:30 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Forward Financial Group serve?

Serves Sussex and 11 towns within 25 miles: Waukesha, Menomonee Falls, Brookfield, Richfield, Germantown, New Berlin, Wauwatosa, Mequon, Oconomowoc, West Allis and Brown Deer. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Forward Financial Group?

Forward Financial Group has a rating of 5.0 from 49 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Forward Financial Group?

Call Forward Financial Group on (262) 444-5401. The business is at W248N5233 Executive Dr Ste 500, Sussex, WI 53089. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Forward Financial Group compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Forward Financial Group (this business)—735.0 (49)NoNo
Drake & Associates LLC#2714.8 (60)NoNo6.7 mi
Roman Financial#3714.8 (68)NoNo10.4 mi

See all 242 ranked financial advisors in Sussex