Herz Financial

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Financing Consultants, Financial Planning Consultants

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54 Years

in Business

Accredited

Business

(860) 232-5050Call Visit WebsiteVisit Website Map & DirectionsDirections75 Isham Rd Ste 320West Hartford, CT 06107 Write a ReviewWrite Review

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Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Extra Phones: TollFree: (800) 432-8086
Location: Lexicon Bldg
Other Link: http://www.herzfinancial.com
Categories: Financing Consultants, Financial Planning Consultants

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Details

Phone: (860) 232-5050

Address: 75 Isham Rd Ste 320, West Hartford, CT 06107

Website: http://www.herzfinancial.com

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Herz Financial

Investment Management
Randy is a Registered Investment Advisor representative of Ameritas Investment Corp and has over 20 years experience in portfolio management and investment analysis starting out his career on the bond trading desk of Conning Asset Management.
Mutual Funds
Herz Financial and its affiliates and subsidiaries are not authorized to do business in every jurisdiction. Information that Herz Financial publishes on this web site may contain references or cross-references to products, programs or services of various insurance companies and mutual fund companies or affiliates that are not available in your state or country. The products referred to on this web site may be offered and sold only to persons in the United States and its territories. Consult with a Herz Financial client service representative for information regarding the products, programs and services which may be available to you. Herz Financial, license number 1022506 and its agents are licensed to do business in the many states. Contact us for state specific licenses. Herz Financial, LLC is a domiciliary of, and has its principal place of business in, the State of Connecticut.
Bonds
Wealth Management
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.

Financial Planning
Matthew Herz is the managing partner of Herz Financial, LLC and founder and President of Just DI. He is a strategic financial planning advisor with 18+ years of experience in the insurance and financial services industry.
Asset Management
At Herz we only work with long-term asset portfolios. We maintain a steadfast focus on risk minimization through diversification strategies. Our philosophy is to reduce the impact of volatility on your portfolio through extensive asset allocation and proper selection of asset classes and investment managers.

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