INTRODUCING FINANCE FORWARD, LLC
FinanceForward, LLC is the culmination of months of hard work resulting in the merger of two firms: Young & Company Wealth Management Strategies and Joseph Klein Associates. Tom Brown, Cinnie Goldberg and Kalen Baxter bring almost 80 combined years of experience advising their clients in the areas of financial, estate, insurance and investment planning. We have all known each other for many years and share a common bond: the understanding that the continuity and succession of our business enterprises are as important as the care extended to our clients.
By sharing common values and combining resources, FinanceForward will be a stronger firm able to provide you, our clients, advice and service for many years to come.
There will be no disruption in the service you receive nor will any action be required of you. There will be no changes to your accounts except that you will see a new logo on statements and correspondence.
Our phone number and address will remain the same; however, we do have new e-mail addresses that we will now be using. No need to worry if you forget the new e-mail address, our old ones will be forwarded to us. Look for our combined presence in our current Annapolis and Towson offices.
We are always excited to hear from you and hope you like our new look.