Matthew Ward | Financial Planner
Contact Information
Mobile (call only). 508.713.2640 Office. 508.796.5950
matt@forwardfinancialsrv.com
645 Chandler Street
Worcester, MA 01602
Matt is the Vice President of Forward Financial Services, Inc., bringing over five years of experience in the financial services industry. He excels in coordinating and integrating all aspects of his client’s finances, ensuring a comprehensive approach to help meet their needs. With a focus on progressive investment and risk management strategies, Matt demonstrates his passion for comprehensive financial planning.
Prior to building his financial planning practice, Matt earned a bachelor's degree in finance and business from Saint Anselm College. His academic excellence and ability to overcome challenges earned him the prestigious Michael DeLucia Achievement Award while attending Saint Anselm College. Recognized for his achievements, Matt received Rising Leaders recognition from MassMutual within his first 6 months and after his 1st year.
Matt's personal journey and firsthand experience with the impact of a family health crisis have shaped his understanding of the emotional aspects involved in financial planning. After his father suffered a massive stroke during his childhood, he understands firsthand the importance of being properly educated about financial planning strategies and the role education plays in helping to secure future financial independence.
Matt resides in Worcester, MA, and grew up close by in Shrewsbury, MA. In his free time, Matt enjoys spending time with his family and coaching hockey. He is an assistant coach for the JV Hockey Team at Shrewsbury High School and spends time coaching hockey from November-February every winter.
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