Herz Financial

For over 50 years, individuals and businesses have been turning to Herz Financial to help secure their financial future. Our team has the depth and experience to handle every aspect of your insurance and investment plan. With our experience in the financial services industry, Herz Financial ensures your future with its professional consultation and financial management. Herz Financial specializes in corporate benefits, investment advisory, estate planning and life insurance planning for high net worth individuals, business owners, high-level corporate executives, and entrepreneurs. We are an independent financial brokerage firm partnered with over 30 of 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 life insurance strategies to help solve clients' unique situations.