How is your portfolio
The Herz team customizes strategies in a simple straightforward manner designed to achieve your goal and minimize your risk.
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
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 for it to work.
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.
Most companies expend significant effort on outside business risks, yet often lose sight of their own internal exposures. Let Herz Financial help you protect your business risk and help you sleep better at night.
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.
- Family Owned Businesses 75% 75%
- Own Life Insurance in a Trust 90% 90%
- Net Worth Greater than $10 Millon 40% 40%
- Located in Connecticut 65% 65%
Our clients always remain Focused, Confident, and Relaxed
Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC AIC and Herz Financial are not affiliated. Additional products and services may be available through Herz Financial that are not offered through AIC. Securities products are limited to residents of CT, FL, MA, NY
This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Herz Financial will contact you to provide requested information.
Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.