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Forge Financial Services
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Forge Financial Services
Home
About Us
Our Team
SmartVestor Pro
Our Services
Client Center
Contact Us
Home
About Us
Our Team
SmartVestor Pro
Our Services
Client Center
Contact Us
JoNell Boston
Geoffrey Weiss 3/27/24 Geoffrey Weiss 3/27/24

JoNell Boston

OPERATIONS MANAGER

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Geoffrey Weiss
Geoffrey Weiss 3/27/24 Geoffrey Weiss 3/27/24

Geoffrey Weiss

DEPUTY COMPLIANCE OFFICER

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Empowering you through the heart of a teacher.

Formerly Shaw Financial Services LLC.

EXPLORE FORGE

About Us

Our Team

Smartvestor Pro

Our Services

Client Center

Contact Us

EDMOND OFFICE

2901 S. Bryant Ave.
Edmond, OK 73013

(405) 340-1600

tulsa office

4637 E 91st St.
Tulsa, OK 74137

(918) 592-1300

Privacy Policy

Form CRS

FINRA BrokerCheck

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Forge Financial Services, LLC, a registered investment advisor and separate entity from LPL Financial.

The SmartVestor program is a directory of investment professionals, Dave Ramsey, SmartVestor and Ramsey Solutions are not affiliates of Forge Financial or LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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