After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We have a strong commitment to our client centered services. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. Our proactive approach can help you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Today’s economic environment can bring challenges. As financial professionals, we evaluate your risk tolerance, time horizon, and goals. We work closely with our clients to assess those opportunities and reap those rewards. Our goal is to bring clarity to your situation and walk alongside you as you reach your goals.
Harry S. Forst, CFP®, AIF®
Financial Advisor
(215) 376-1072
Harry began his career in financial services in 1983 and earned his CERTIFIED FINANCIAL PLANNER™ certification in 1987. His parents instilled in him a simple mission statement: Help People , Have Fun, Enjoy Success! Harry...
Harry S. Forst, Jr. CRPC(R)
Financial Advisor
(215) 376-1072
hjrforst@lincolninvestment.com
Harry joined our practice in 2020 after working at Merrill Lynch. While at Merrill he provided financial advice and serviced clients as a virtual advisor. His technology skill set and virtual advisory expertise is a great added...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. All of our energy, commitment, and efforts are focused on you, the client and your satisfaction.
Our team has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you to build a lifelong relationship.