Forward Investment Services

Forward Investment Services in Medford, located just off HWY 13 near Medford City Park, offers personalized financial planning, retirement strategies, investment management, and life insurance solutions tailored to your unique goals and lifestyle. We’re proud to offer comprehensive financial planning at no cost or obligation. Our wide range of products include mutual funds, IRAs, 401k plans, 529 college savings plans, stocks and bonds, annuities, and life insurance policies. You can also meet with our financial advisors by appointment at any Forward Bank location across Wisconsin and Minnesota. Not FDIC Insured. No Bank Guarantee. May Lose Value. Not Insured by Any Federal Government Agency. Not a Deposit.