Forge Financial

May 2025

My wife and I have recently switched to Forge Financial for the simple fact they are the best at what they do. They are personable, professional, and extremely knowledgeable about what they do. Entering their office you are greeted warmly by Lily, then we met with our financial consultant - they are all great!
Charlotte the CEO even stopped by to say hi to us while we were in the office which was a special treat. Any questions we have had after our initial visit, Kim was able to help us immediately! I highly recommend this team to anyone looking to invest your money with people who will treat it as their own.

Nov 2017

We were referred to this company from a friend, and are very happy with the results. Blake does a great job of preparing our returns and saving us money in the process. He took time to talk to us and found deductions that my previous place did not. I would highly recommend Shaw Financial.

Nov 2016

Chris Beard is my financial advisor. I'm 18 and put $2500 into a Roth IRA, Chris looked over my finances and decided it was fine for me to invest. Although I wasn't a huge and customer and probably one of his smallest, he cared very much about me and was extremely helpful. I couldnt be happier with my experience at shaw financial.