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Insights

GrowthOpportunity Small to mid-sized financial services firm with revenue under $1M and 11-50 employees presents an opportunity to upsell advisory, wealth management, and retirement planning services to an expanding client base.

TechnologyLeverage Current tech stack includes AWS, Joomla, WordPress, Ember.js, Handlebars, Underscore.js, PHP and Bootstrap, indicating potential for modernized digital experiences, CRM integration, and fintech tooling to improve client acquisition and scalability.

DigitallyDriven Active online presence with multiple CMS platforms suggests room to standardize client portals, online appointment scheduling, and digital onboarding to enhance efficiency and client satisfaction.

SuccessionPlan Leadership is centralized under President/CEO Jaime Westenbarger; opportunities exist to engage in succession planning services, governance improvements, and strategic growth initiatives as the firm scales.

PartnershipFit Securities licensed in many states and partnerships with Securities America Advisors indicate a channel for broker-dealer services, compliance support, and back-office outsourcing to accelerate growth and expand product offerings.

Similar companies to Forest Hills Financial, Inc.

Forest Hills Financial, Inc. Tech Stack

Forest Hills Financial, Inc. uses 8 technology products and services including Amazon Web Services, Joomla, WordPress, and more. Explore Forest Hills Financial, Inc.'s tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Joomla
    Content Management System
  • WordPress
    Content Management System
  • Ember.js
    Javascript Frameworks
  • Handlebars
    Javascript Frameworks
  • Underscore.js
    Javascript Libraries
  • PHP
    Programming Languages
  • Bootstrap
    UI Frameworks

Forest Hills Financial, Inc.'s Email Address Formats

Forest Hills Financial, Inc. uses at least 0 email formats:
Forest Hills Financial, Inc. Email FormatsExamplePercentage

Frequently Asked Questions

What is Forest Hills Financial, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Forest Hills Financial, Inc.'s main corporate office by phone at
+1-616-949-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Forest Hills Financial, Inc.'s official website and social media links?

Minus sign iconPlus sign iconForest Hills Financial, Inc.'s official website is myfhf.com and has social profiles on LinkedIn.

How much revenue does Forest Hills Financial, Inc. generate?

Minus sign iconPlus sign icon As of July 2026, Forest Hills Financial, Inc.'s annual revenue is estimated to be <$1M.

What is Forest Hills Financial, Inc.'s SIC code and NAICS code?

Minus sign iconPlus sign iconForest Hills Financial, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Forest Hills Financial, Inc. have currently?

Minus sign iconPlus sign iconAs of July 2026, Forest Hills Financial, Inc. has approximately 11 employees across 1 continents, including North America. Key team members include President And Financial Advisor: J. W. Explore Forest Hills Financial, Inc.'s employee directory with LeadIQ.

What industry does Forest Hills Financial, Inc. belong to?

Minus sign iconPlus sign iconForest Hills Financial, Inc. operates in the Financial Services industry.

What technology does Forest Hills Financial, Inc. use?

Minus sign iconPlus sign iconForest Hills Financial, Inc.'s tech stack includes Amazon Web Services, Joomla, WordPress, Ember.js, Handlebars, Underscore.js, PHP and Bootstrap.
Forest Hills Financial, Inc. logo

Forest Hills Financial, Inc.

Financial ServicesMichigan, United States11-50 Employees

Forest Hills Financial, Inc. operates in the financial services sector, providing personalized financial planning through a team of advisors. The firm focuses on helping clients at various life stages—such as saving for education, retirement, and estate planning—by tailoring investment and insurance solutions to individual needs. Based in Grand Rapids, Michigan, the company emphasizes building a customized money management roadmap through consultations that aim to align services with each client’s goals. With a client-centered approach, its advisory services are designed to understand financial situations and develop plans that reflect the specific circumstances of its customers.

Section iconCompany Overview

Phone number
+1-616-949-****
Website
myfhf.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • <$1M

    Forest Hills Financial, Inc.'s revenue is estimated to be in the range of <$1M

Company Leadership

  • President And Financial Advisor at Forest Hills Financial, Inc.
    J. W.
    President And Financial Advisor
    Mobile Phone

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