CFA Insurance Agency | Financial Planning Services | NY

Who We Serve

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Our Team

Katrina Boulerice

Administrative Assistant for P&C Insurance

Clark Forster Registered Representative

CEO/Stock Broker/Agent

Clark M. Forster has been a Registered Representative and Insurance Agent for over twenty-five years. He loves what he...

Alex Forster | Registered Representative | CFA Insurance Agency

Alex Forster Registered Representative

COO/Stock Broker/ Agent

Alex has been a licensed agent for Life, Health, and Disability Insurance, as well as Property and Casualty Insurance...

Cody Coss

Executive Assistant

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Latest Blogs

Six Estate Planning Assumptions Worth a Second Look

Clark Forster | Oct 7, 2026

Categories

Estate Planning

Family

Insurance

Retirement

Tax Planning

More Than a Number: The Four Risks That Shape Your Retirement

Clark Forster | Sep 16, 2026

Categories

Retirement

Risk Management

Health

Investments

Finance

Retirement Isn't Just About How Much You Save. It's About When.

Clark Forster | Sep 9, 2026

Categories

Retirement

Risk Management

Investments

Finance

Savings

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