Forest Hills Financial Group - Our History

For the past sixty years, we've been helping our clients build their assets and then preserve and conserve those assets through proper planning and protection. During that time, the role we play in our clients' financial lives has grown dramatically. Employee and executive benefit plans, both tax qualified and non-qualified, as well as buy-sell and business-continuity planning are just some of the areas in which we consult for our business and professional clients. For individuals and their families there is retirement planning, college funding strategies and estate analysis, as well as life, disability and long term care insurance.

Headquartered in Forest Hills, Manhattan and Melville, New York, our main offices house all the financial specialists and support staff required by a truly cutting edge financial services company. In addition, we have 22 detached branch offices throughout the state whose staffs of specialists and administrative personnel attend to the needs of more than 40,000 policyholders.

Forest Hills Financial Group, Inc. is proud to be a member of the National Study Group, LLC, an affiliation of large financial services firms from throughout the United States who utilize each other’s expertise on a national basis. Just fifteen firms across the country have been inducted into this organization, which jointly represents over 150,000 individual clients whose assets under management total in the hundreds of millions of dollars. We are also a regional support firm of Philanthropy International, a National Community Foundation.

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Decades of experience and a guiding philosophy enable us to help you maximize your wealth and secure your financial futures




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The Living Balance Sheet® “Helping Individuals”

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The Living Balance Sheet® “Helping Businesses”
We are a founding member of the Alliance of Accounting and Financial Professionals, LLP. AAFP is a national organization partnering with the Certified Public Accountant community to better service the public in wealth maximization, preservation and distribution of that wealth.