As a member of the Forman Investment Services Team and as its in-house financial planner, Dennis will work with FIS clients to build, preserve and use their wealth. He will work with clients on an individual basis to develop personalized wealth management strategies to build a portfolio that compliments both short and long term goals.
Dennis looks forward to the opportunity to work with FIS clients. To make your appointment with Dennis, contact him via email at firstname.lastname@example.org or via phone at (812) 378-0730 (Columbus office) or (877) 378-0767 (Fishers office).
Since 1999, Forman Investment Services has worked with select clients, crafting personalized solutions designed to help generate retirement income, preserve their wealth, and meet life goals. Forman Investment Services serves Indiana clients with offices located at 2635 Foxpointe Drive in Columbus and 11650 Lantern Road in Fishers, as well as individuals and business owners in Bartholomew, Brown, Decatur, Hamilton, Jackson, Jennings, Johnson and Marion counties. Learn more at http://www.formanis.com. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC.