General Info

Forney Financial, located in Lynnwood, WA, is a trusted financial services firm specializing in comprehensive investment and financial planning solutions. As expert financial advisors, we offer personalized services tailored to meet the unique needs of diverse clients. Our range of services includes creating customized financial plans, providing education on financial matters, and offering specialized guidance for women and the LGBTQ+ community. We excel in assisting clients through major life transitions, such as changing jobs, and offer pre-retiree planning to ensure a smooth transition into retirement. Our retirement services are designed to help clients maintain financial stability and achieve their long-term goals.