Tim Forman

VP, Financial Consultant

197 Delaware Ave.
Delmar NY 12054
T: 518-903-8408


Tim Forman is dedicated to providing integrated wealth management strategies to help clients meet important financial goals. His overall objective is to simplify the financial planning process for clients. Tim has over 20 years’ experience as a Financial Consultant, and received a B.A. in Finance from SUNY Plattsburgh.

Tim works with a network of highly skilled individuals at Community Investment Services to provide financial services that include:

  • Retirement Planning
  • Estate Planning
  • College Funding
  • Investment Planning
  • Insurance Services