Life Insurance

Life insurance can serve many purposes. Whether it’s to reduce estate taxes, secure a business obligation, or for your family’s peace of mind, the Herz Financial Team will be thoughtful, understanding and completely in tune with your objectives.

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Asset Management

We believe that clearly defining your objective is the foundation for success. The Herz team customizes strategies in a simple straightforward manner designed to achieve your goal and minimize your risk.

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Retirement Plans

Your Company’s Retirement Plan is one of the most important benefits to your employees. It’s essential that you get it right. All the components of your plan must fit together seamlessly and function smoothly if the plan is to be successful.

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Business Planning

Most companies expend significant effort on outside business risks, yet often lose sight of their own internal exposures.

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About our Clients

We are a boutique firm that directs some of North America’s wealthiest families in the analysis and acquisition of life insurance policies, wealth management, and implementation of various business solutions.

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Family Owned Businesses0%
Own Life Insurance in a Trust0%
Net Worth Greater than $10 Millon0%
Located in Connecticut 0%
Our clients always remain

Focused, Confident, and Relaxed

Why not join them?