HERZ FINANCIAL

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... 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... 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.

Also known as: Herz Financial, LLC, Herz Legacy Planners Inc.

Primary location: Avon United States