Herz Financial Employee Directory

Financial ServicesConnecticut, United States1 Employees

Herz Financial operates as a small independent financial brokerage within the financial services sector and is based in Hartford, Connecticut. For more than four decades, it has helped individuals and businesses pursue secure financial futures through integrated insurance and investment planning. The firm is described as having a local presence in West Hartford, with an office at Blue Back Square.

Its client base comprises high net worth individuals, business owners, senior executives, and entrepreneurs, for whom it provides corporate benefits, investment advisory, estate planning, and life insurance planning. Herz Financial works with more than 30 North American insurance and financial services companies as an independent broker to tailor solutions. It collaborates with professional tax advisors to design sophisticated life insurance strategies that address clients’ unique situations.

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