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Forward Financial

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12 Customer Reviews

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  • Review from jack r

    5 stars

    01/08/2025

    Proactive working to save the customer MONEY. Very effective helping retirees.

    Forward Financial Response

    01/10/2025

    Thank you for the feedback and vote of confidence, Jack! Reach out at any time if we can be of further help.
  • Review from Connie W

    5 stars

    10/29/2024

    Steve T******* is always very knowledgeable and helpful. We have referred him to many of our friends.

    Forward Financial Response

    10/30/2024

    Thanks so much for the kind words and vote of confidence, Connie. Reach out at any time if you have questions...we're here to help.
  • Review from Carolyn K

    5 stars

    10/23/2024

    Fantastic experience with Steve! Very knowledgeable, helpful and patient. Would highly recommend!

    Forward Financial Response

    10/24/2024

    Thanks so much for the kind words and vote of confidence, Carolyn. Don't hesitate to reach out at any time if you have questions...we're here to help.
  • Review from Cathy V

    5 stars

    10/18/2024

    Excellant information! Steve cleared up all the confusion. Medicare can be so confusing and I have always profited from his information.

    Forward Financial Response

    10/23/2024

    Thanks so much for the vote of confidence, Cathy. It's been a pleasure and an honor to work with you through the years. Don't hesitate to reach out at any time if you have questions...we're here to help!
  • Review from John A

    5 stars

    09/05/2024

    We received excellent information and service from Steve. He has amazing expertise in the health care industry. His skill at explaining complex programs is unsurpassed. We would recommend his services to anyone!

    Forward Financial Response

    09/06/2024

    Thanks so much for the vote of confidence and for trusting me with your insurance needs. Reach out at any time if you have questions or further insurance or retirement planning needs...I'm here to help.
  • Review from Carl S

    5 stars

    07/01/2024

    I have been with Steve for five years. He is always available and responds quickly. His service is pleasant and makes you feel like family. C. S*******

    Forward Financial Response

    07/02/2024

    Thanks so much for the vote of confidence and continued referrals, Carl. Very much appreciated! Reach out at any time if you have questions...we're here to help.
  • Review from Karen P

    5 stars

    12/25/2023

    Steve is always knowledgeable, efficient and helpful—and never pushy! I believe he puts his best effort into finding the best options for his clients’ needs. Because we feel he has taken care of us well, we have referred several friends and family members to Steve when they are looking for advice with their retirement healthcare. Every one of them has let us know he was extremely helpful.

    Forward Financial Response

    01/02/2024

    Thank you for the kind words and vote of confidence, Karen. Reach out at any time if you have questions...we're here to help.
  • Review from Carol T

    5 stars

    08/03/2023

    I am always satisfied with the help I get from this company. They got me enrolled in ****** **** **** which is for me excellent stop it buddy no claws that's my that's my

    Forward Financial Response

    08/04/2023

    Thank you so much for the kind words and vote of confidence, Carol. Don't hesitate to reach out at any time if you have questions...we're here to help.
  • Review from Cathy T

    5 stars

    04/18/2023

    Steve was instrumental in turning my initial Medicare application from a disaster with the federal agent assigned to my case into an pleasant, confident and knowledgeable experience. I had received either inaccurate knowledge which resulted in penalties or incomplete information. Steve took the time to listen, explain and guide me to decisions I felt were appropriate and the best options. Just saying thank you to Steve is so inadequate, he is truly a game changer! Hats off to Steve!

    Forward Financial Response

    08/04/2023

    Thank you so much for the kind words and vote of confidence, Cathy. Don't hesitate to reach out at any time if you have questions...I'm here to help.
  • Review from Pamela C

    5 stars

    03/21/2023

    Steve T******* was very thorough explaining my options, including options for the future to think about. I appreciate his patience in answering all my questions. I will call him again when my situation changes.

    Forward Financial Response

    03/22/2023

    Thank you for the kind words and the vote of confidence, Pamela. Reach out at any time if you have further questions....we're here to help.

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