Finance Mastery Hub

Forty Financial, Inc. - Greenfield, Indiana

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 812 E Main St, Greenfield, IN 46140.
Phone: 74672228.
Website: fortyfinancial.com
Specialties: Financial planner, Financial consultant, Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 17 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Forty Financial, Inc.

Forty Financial, Inc. 812 E Main St, Greenfield, IN 46140
☎️74672228

⏰ Open Hours of Forty Financial, Inc.

  • Monday: 8:30 AM–4:30 PM
  • Tuesday: 8:30 AM–4:30 PM
  • Wednesday: 8:30 AM–4:30 PM
  • Thursday: 8:30 AM–4:30 PM
  • Friday: 8:30 AM–4 PM
  • Saturday: Closed
  • Sunday: Closed

Forty Financial, Inc.

Located at 812 E Main St, Greenfield, IN 46140, Forty Financial, Inc. is a well-established financial planning and consulting firm that has been serving the local community for many years. With a strong focus on providing personalized financial solutions, they have earned a stellar reputation among their clients.

Address: 812 E Main St, Greenfield, IN 46140

Phone: 74672228

Website: fortyfinancial.com

About Forty Financial, Inc.

Forty Financial, Inc. specializes in helping individuals and families achieve their financial goals through a combination of personalized financial planning, investment services, and expert financial consulting. Their team of experienced professionals works closely with clients to understand their unique needs and develop tailored strategies to help them build and preserve their wealth.

Specialties

  • Financial planner
  • Financial consultant
  • Investment service

Other Points of Interest

  • Wheelchair accessible entrance
  • Wheelchair accessible parking lot
  • Wheelchair accessible restroom
  • Restroom
  • Appointments recommended

Opinions and Reviews

This reputable company has garnered 17 reviews on Google My Business, with an impressive average rating of 5/5. Clients consistently praise Forty Financial, Inc. for their exceptional service, personalized approach, and dedication to helping them achieve their financial goals. One satisfied customer noted, "Chase's experience and tenure in the business is why we initially contacted him. He first understood our needs and desires before presenting a solution. We never felt rushed to make a decision. It is great to have someone in the community that works for his clients." Another client added, "I referred a friend to him and he is pleased as well," highlighting the firm's ability to deliver exceptional results for their clients.

👍 Reviews of Forty Financial, Inc.

Forty Financial, Inc. - Greenfield, Indiana
Brad H.
5/5

Chase's experience and tenure in the business is why we initially contacted him. He first understood our needs and desires before presenting a solution. We never felt rushed to make a decision. It is great to have someone in the community that works for his clients. I referred a friend to him and he is pleased as well.

Forty Financial, Inc. - Greenfield, Indiana
Larry H.
5/5

It has been a pleasure working with Mike the past 15 plus years. Granted, I could have achieved better results had I chosen to be more aggressive, but I am pleased with where I am at. Mike is always on top of my situation, and contacts me to see if I think we need to get together to go over things. He keeps me up to date, annually, with my Red's.

I would highly recommend Mike and Forty Financial Services.

Forty Financial, Inc. - Greenfield, Indiana
Jerry B.
5/5

Mike and Debbie Low have been great helping us with our financial needs for many years. We have had several changes in our financial needs and they have done a very personal job helping us navigate this throughout. I have known both Mike and Debbie for many years. They contribute to our community and both have a large stake in this area. Debbie's expertise with medicare has helped us to determine how we are going to approach our supplemental this coming year. Mike and Debbie Low are great agents.

Forty Financial, Inc. - Greenfield, Indiana
Kimbelry S.
5/5

Chase Low was very helpful in setting up a retirement plan my husband and I could afford. Being self employed this is one area we had put on the back burner. Chase helped us see where we needed to be when the time came to retire and found a plan we could afford. Highly recommended!

Forty Financial, Inc. - Greenfield, Indiana
Ryan C.
5/5

Mike, Deby, Chase, and Katie are a pleasure to work with. Their consultative approach to wealth management removes the guess work in structuring a secure future for my family. I am happy to entrust my portfolio to Forty Financial.

Forty Financial, Inc. - Greenfield, Indiana
Tammy S.
5/5

Some of the best customer service I've ever come across. A call, text or email away with immediate response time to them all! Chase continues to go above and beyond to help us make wise choices and plan for our future.

Forty Financial, Inc. - Greenfield, Indiana
Kristin D.
5/5

Guidance and listening are two great strengths Forty financial has shown me. They care enough about me to make me think about my expenses and really think hard about any withdrawals. They are working hard to get me ready for semi-retirement and retirement.

Forty Financial, Inc. - Greenfield, Indiana
Janet Y.
5/5

Mike has always given excellent financial advice and am confident he is doing the best with our investments. All the office staff is very welcoming and friendly.

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