Herz Financial, located in Avon, CT, is a boutique firm that specializes in providing customized asset management, retirement planning, life insurance, and business planning solutions. With a focus on achieving clients' goals and minimizing risk, the Herz team offers straightforward strategies tailored to individual needs. They also assist family-owned businesses and high-net-worth individuals in analyzing and acquiring life insurance policies, wealth management, and implementing various business solutions.
Led by Roman Herz, a highly respected insurance agent with over 40 years of experience, and managed by Matthew Herz, a strategic financial planning advisor, Herz Financial is dedicated to providing thoughtful and understanding services to their clients. With a strong emphasis on client satisfaction and a commitment to protecting businesses and securing financial futures, Herz Financial is a trusted partner for individuals and companies seeking comprehensive financial planning and risk management solutions.
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