About Our Company

For over 40 years, individuals and businesses have been turning to Herz Financial to help secure their financial future. 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.

Located conveniently at Blue Back Square in West Hartford, Connecticut, the Herz team has the depth and experience to handle every aspect of your insurance and investment plan.

Herz Financial is partnered with the top insurance and financial services companies in North America. We work closely with professional tax advisors (attorneys, accountants, and trust officers) designing and implementing sophisticated financial strategies to help solve clients’ unique situations.

The Herz team customizes strategies in a simple straightforward manner, designed to achieve your goal and minimize your risk.

Wealth Management

Succession Planning

Loan Protection

Retirement Plans

Trusts

Key Person Insurance

Life Insurance

Estate Planning

Corporate Benefits

Business Continuation

Financial Planning

Buy-Sell Agreements

Our Strengths

Expertise

Over 100 years of combined experience helping clients with their financial needs.

Access

With over 40 relationships with major financial institutions we provide the top services and products in the industry.

Family Business

We understand firsthand what it means to be a multigenerational family business.

Creative

Custom thoughtful innovative solutions to all of your finanical objectives.

Responsive

As a boutique firm we pay special attention to each client's needs.

Partnership

We work closely with our clients' advisors to coordinate trusted solutions.

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