Active
FORBES FINANCIAL PLANNING, INC.
Investment Advice|EAST GREENWICH, RI
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$195.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 195.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 143912 |
| SEC Number | 801-117958 |
| Street Address | 660 MAIN STREET |
| Street Address 2 | UNIT C-3 |
| Location | EAST GREENWICH, RI 02818 |
| Country | United States |
| Phone | 401-885-7300 |
| Fax | 401-283-8362 |
| Total Employees | 3 |
Client Count by Type (867 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 518 |
| High Net Worth Individual… | 329 |
| Other | 20 |
Community Partners
CITY OF WARWICK
COVENTRY FRIENDS OF HUMAN SERVICES
TOWN OF COVENTRY
TOWN OF EAST GREENWICH
TOWN OF WEST GREENWICH
TOWN OF WEST WARWICK
CITY OF WARWICK
COVENTRY FRIENDS OF HUMAN SERVICES
TOWN OF COVENTRY
TOWN OF EAST GREENWICH
TOWN OF WEST GREENWICH
TOWN OF WEST WARWICK
CITY OF WARWICK
COVENTRY FRIENDS OF HUMAN SERVICES
TOWN OF COVENTRY
TOWN OF EAST GREENWICH
TOWN OF WEST GREENWICH
TOWN OF WEST WARWICK
Municipal Government
6 Active
6
Organizations
CENTRAL COVENTRY FIRE DISTRICT
COVENTRY FIRE DISTRICT
COVENTRY TOWN HOUSING AUTHORITY
EAST GREENWICH HOUSING AUTHORITY
HIANLOLAND FIRE CO
HOPKINS HILL FIRE DISTRICT
KENT COUNTY WATER AUTHORITY
THE PAWTUXET RIVER AUTHORITY & WATERSHED COUNCIL
WARWICK HOUSING AUTHORITY
WESTERN COVENTRY FIRE DISTRICT
WEST WARWICK TOWN HOUSING AUTHORITY
CENTRAL COVENTRY FIRE DISTRICT
COVENTRY FIRE DISTRICT
COVENTRY TOWN HOUSING AUTHORITY
EAST GREENWICH HOUSING AUTHORITY
HIANLOLAND FIRE CO
HOPKINS HILL FIRE DISTRICT
KENT COUNTY WATER AUTHORITY
THE PAWTUXET RIVER AUTHORITY & WATERSHED COUNCIL
WARWICK HOUSING AUTHORITY
WESTERN COVENTRY FIRE DISTRICT
WEST WARWICK TOWN HOUSING AUTHORITY
CENTRAL COVENTRY FIRE DISTRICT
COVENTRY FIRE DISTRICT
COVENTRY TOWN HOUSING AUTHORITY
EAST GREENWICH HOUSING AUTHORITY
HIANLOLAND FIRE CO
HOPKINS HILL FIRE DISTRICT
KENT COUNTY WATER AUTHORITY
THE PAWTUXET RIVER AUTHORITY & WATERSHED COUNCIL
WARWICK HOUSING AUTHORITY
WESTERN COVENTRY FIRE DISTRICT
WEST WARWICK TOWN HOUSING AUTHORITY
Special District
11 Active
11
Organizations
COVENTRY PUBLIC SCHOOLS
EAST GREENWICH TOWN SCHS
FLAT RIVER MIDDLE SCHOOL
WARWICK CITY SCHS
WARWICK PUBLIC SCHOOLS
WEST WARWICK DISTRICT SCHOOLS
WEST WARWICK PUBLIC SCHOOLS
COVENTRY PUBLIC SCHOOLS
EAST GREENWICH TOWN SCHS
FLAT RIVER MIDDLE SCHOOL
WARWICK CITY SCHS
WARWICK PUBLIC SCHOOLS
WEST WARWICK DISTRICT SCHOOLS
WEST WARWICK PUBLIC SCHOOLS
COVENTRY PUBLIC SCHOOLS
EAST GREENWICH TOWN SCHS
FLAT RIVER MIDDLE SCHOOL
WARWICK CITY SCHS
WARWICK PUBLIC SCHOOLS
WEST WARWICK DISTRICT SCHOOLS
WEST WARWICK PUBLIC SCHOOLS
School District
7 Active
7
Organizations
13TH CIVIL SUPPORT TEAM FAMILY READINESS GROUP
29TH DIVISION ASSOCIATION INC
2ND RHODE ISLAND VOLUNTEERS CO B
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
845 HOUSING CORP
845 WAKEFIELD ST TENANTS ASSOC
AAEEBL INC
ABLTC FOUNDATION INC
ACADEMIA EL MUNDO HISPANO-SPANISH WORLD ADADEMY INC
ACADEMY SCIENCE CENTER INC CO ALISON S CARCIERI-CASSIDY
AGLOW INTERNATIONAL
AIM HIGH GYMNASTICS PARENTS ASSOCIATION
Akron Baroque
ALETHIA COUNSELING MINISTRIES INC
ALEXANDRIA'S FOUNDATION
A-LIST BOOSTERS
ALISTER C MCGREGOR MEMORIAL FOUNDATION
ALLIANCE FOR BETTER LONG TERM CARE, INC.
13TH CIVIL SUPPORT TEAM FAMILY READINESS GROUP
29TH DIVISION ASSOCIATION INC
2ND RHODE ISLAND VOLUNTEERS CO B
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
845 HOUSING CORP
845 WAKEFIELD ST TENANTS ASSOC
AAEEBL INC
ABLTC FOUNDATION INC
ACADEMIA EL MUNDO HISPANO-SPANISH WORLD ADADEMY INC
ACADEMY SCIENCE CENTER INC CO ALISON S CARCIERI-CASSIDY
AGLOW INTERNATIONAL
AIM HIGH GYMNASTICS PARENTS ASSOCIATION
Akron Baroque
ALETHIA COUNSELING MINISTRIES INC
ALEXANDRIA'S FOUNDATION
A-LIST BOOSTERS
ALISTER C MCGREGOR MEMORIAL FOUNDATION
ALLIANCE FOR BETTER LONG TERM CARE, INC.
13TH CIVIL SUPPORT TEAM FAMILY READINESS GROUP
29TH DIVISION ASSOCIATION INC
2ND RHODE ISLAND VOLUNTEERS CO B
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
845 HOUSING CORP
845 WAKEFIELD ST TENANTS ASSOC
AAEEBL INC
ABLTC FOUNDATION INC
ACADEMIA EL MUNDO HISPANO-SPANISH WORLD ADADEMY INC
ACADEMY SCIENCE CENTER INC CO ALISON S CARCIERI-CASSIDY
AGLOW INTERNATIONAL
AIM HIGH GYMNASTICS PARENTS ASSOCIATION
Akron Baroque
ALETHIA COUNSELING MINISTRIES INC
ALEXANDRIA'S FOUNDATION
A-LIST BOOSTERS
ALISTER C MCGREGOR MEMORIAL FOUNDATION
ALLIANCE FOR BETTER LONG TERM CARE, INC.
Nonprofit Organization
1068 Active
1068
Organizations
Community Partners74 organizations
COVENTRY FRIENDS OF HUMAN SERVICES
Municipal Government·COVENTRY
TOWN OF COVENTRY
Municipal Government·COVENTRY
TOWN OF EAST GREENWICH
Municipal Government·EAST GREENWICH
TOWN OF WEST WARWICK
Municipal Government·WEST WARWICK
COVENTRY TOWN HOUSING AUTHORITY
Special District·COVENTRY
EAST GREENWICH HOUSING AUTHORITY
Special District·EAST GREENWICH
HIANLOLAND FIRE CO
Special District·WEST GREENWICH
KENT COUNTY WATER AUTHORITY
Special District·WEST WARWICK
THE PAWTUXET RIVER AUTHORITY & WATERSHED COUNCIL
Special District·HOPE
WARWICK HOUSING AUTHORITY
Special District·WARWICK
FLAT RIVER MIDDLE SCHOOL
School District·COVENTRY
WARWICK PUBLIC SCHOOLS
School District·WARWICK
WEST WARWICK PUBLIC SCHOOLS
School District·WEST WARWICK
13TH CIVIL SUPPORT TEAM FAMILY READINESS GROUP
Nonprofit Organization·coventry
29TH DIVISION ASSOCIATION INC
Nonprofit Organization·Warwick
2ND RHODE ISLAND VOLUNTEERS CO B
Nonprofit Organization·West Warwick
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·East Greenwich
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Coventry
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·West Greenwich
845 HOUSING CORP
Nonprofit Organization·WEST WARWICK
845 WAKEFIELD ST TENANTS ASSOC
Nonprofit Organization·WEST WARWICK
AAEEBL INC
Nonprofit Organization·WARWICK
ABLTC FOUNDATION INC
Nonprofit Organization·WARWICK
ACADEMIA EL MUNDO HISPANO-SPANISH WORLD ADADEMY INC
Nonprofit Organization·WARWICK
ACADEMY SCIENCE CENTER INC CO ALISON S CARCIERI-CASSIDY
Nonprofit Organization·EAST GREENWICH
AGLOW INTERNATIONAL
Nonprofit Organization·Warwick
AIM HIGH GYMNASTICS PARENTS ASSOCIATION
Nonprofit Organization·EAST GREENWICH
Akron Baroque
Nonprofit Organization·Coventry
ALETHIA COUNSELING MINISTRIES INC
Nonprofit Organization·WARWICK
ALEXANDRIA'S FOUNDATION
Nonprofit Organization·WARWICK
A-LIST BOOSTERS
Nonprofit Organization·WARWICK
ALISTER C MCGREGOR MEMORIAL FOUNDATION
Nonprofit Organization·WEST WARWICK
ALLIANCE FOR BETTER LONG TERM CARE, INC.
Nonprofit Organization·WARWICK
Alliance for Safe Communities
Nonprofit Organization·Warwick
ALLIANCE OF RHODE ISLAND HISTORICAL ASSOCIATIONS
Nonprofit Organization·Warwick
ALL IN A CHORD
Nonprofit Organization·Warwick
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·West Warwick
Amenity Aid
Nonprofit Organization·Warwick
AMERICAN ASSOCIATION FOR MARRIAGE AND FAMILY THERAPY INC
Nonprofit Organization·East Greenwich
AMERICAN COLLEGE OF HEALTHCARE EXECUTIVES
Nonprofit Organization·Warwick
AMERICAN FEDERATION OF STATE COUNTY
Nonprofit Organization·WARWICK
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·West Greenwich
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·WEST WARWICK
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Coventry
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·West Greenwich
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Coventry
AMERICAN FEDERATION OF TEACHERS-1075
Nonprofit Organization·COVENTRY
AMERICAN FEDERATION OF TEACHERS-915 LOCAL
Nonprofit Organization·WARWICK
AMERICAN INNS OF COURT FOUNDATION
Nonprofit Organization·Warwick
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Warwick
AMERICAN LEGION AUXILIARY
Nonprofit Organization·West Greenwich
AMERICAN LEGION AUXILIARY
Nonprofit Organization·East Greenwich
AMERICAN LEGION POST 2
Nonprofit Organization·WEST WARWICK
AMERICAN STRING TEACHERS ASSOCIATION INCORPORATED
Nonprofit Organization·Warwick
AMERICAN YOUTH FOOTBALL INC
Nonprofit Organization·Hope
AMERICA'S BLOOD CENTERS
Nonprofit Organization·WEST WARWICK
AMERICAS RECOVERABLE MEDICAL SUPPLY
Nonprofit Organization·Hope
Amici Club
Nonprofit Organization·West Warwick
AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION RI CHAPTER
Nonprofit Organization·WARWICK
ANCHOR PAWS RESCUE
Nonprofit Organization·COVENTRY
ANGEL GRAPEVINE
Nonprofit Organization·WARWICK
ANGEL IN ACTION RI
Nonprofit Organization·West Warwick
ANTHONY E VALAIKA SCHOLARSHIP FUND
Nonprofit Organization·East Greenwich