Craig R Forbes

Financial Professional,

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Languages spoken by this financial professional: English

Let's Talk

Craig R Forbes

Financial Professional

Let's Talkopens in a new window

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About Craig R Forbes

When it comes to helping people with their finances, a cookie cutter approach doesn't work. Everyone's different, so listening to you and discussing your hopes and dreams allows us to focus on what's important.

I reside the New Rochelle with my Wife Ellen and my Daughter Allison. I am a Veteran of the US Army and served in the first Gulf War. As well as being a member of the VFW and American Legion.

I'm Most Proud Of: Being able to make an impact on the financial well being of my clients and help them accomplish their own financial goals and objectives.

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

The Prudential Difference

Get an Auto or Home Quote

    • Property & Casualty: CT, NY
    • Variable Annuities: CT, NJ, NY
    • Securities License: CA, CT, MA, MD, NC, NJ, NY, PA, SC, TX
    • Variable Life Insurance: CT, NJ, NY
    • Fixed Annuities: CT, NJ, NY( CA License #0I40855)
    • Life Insurance: CT, NJ, NY( CA License #0I40855)

Craig Forbes offers investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Craig Forbes offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255 NY Coronavirus Information for Consumers (New York residents only.)Opens in a new window For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.