CFA Insurance Agency | Financial Planning Services | NY

Who We Serve

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Individuals

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Business Owners

Services

Personal

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Benefits

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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

Business Succession Planning: Built to Last vs. Built to Transfer

Dominique Dragon | Jun 5, 2026

Categories

Finance

Retirement

Estate Planning

Family

Investments

Checking Your Portfolio Isn't the Same as Reviewing It

Dominique Dragon | May 30, 2026

Categories

Investments

Retirement

Tax Planning

Risk Management

Estate Planning

The Estate Plan That Looks Complete on Paper

Dominique Dragon | May 7, 2026

Categories

Estate Planning

Tax Planning

Real Estate

Property

Family

Retirement

Risk Management

Finance

Investments

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