Timothy Forman
VP, Financial Consultant
Phone: 518-359-2917
Ever wonder what the right Financial Consultant could do for your financial future?
Tim Forman is ready to help find the answers to all your financial questions. He holds a B.A. in Finance from SUNY Plattsburgh and has been assisting clients identify and meet their financial goals for over 17 years. A Lake Placid resident along with his wife, Amanda, Tim enjoys skiing, biking and the numerous outdoor activities the Adirondacks offers.
Says Tim "What I find most rewarding about my position is sitting with folks, figuring out a plan with them and putting it into action." Recognizing how overwhelming it can be for many people to know where to even begin, Tim assists them by taking complicated issues and puts them into understandable, workable solutions. "As the years have gone on" states Tim, "I have learned that problem solving with a customer is more suited to my personality than just selling a product."
Visit or call Tim at any of these Community Bank, N.A. offices:
Tupper Lake • Lake Placid • Au Sable Forks • North Creek • Long Lake • Newcomb • Indian Lake • Whitehall • Ticonderoga |
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Registered representatives of and securities, insurance products and advisory services are offered through INVEST Financial Corporation (INVEST), member FINRA/SIPC, a Registered Investment Advisor and affiliated insurance agencies. INVEST is not affiliated with Community Investment Services Inc, Community Bank N.A. or First Liberty Bank & Trust or First Liberty Investment Services Inc.. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank * may lose value.
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This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
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