Lynnette G.
4/13/2022
Due to family disagreement, we had initial sought out a trust advisor, he gave his assessment with no written summary or reason as to how he came to that decision. Having shared my experience with...
Hersh & Associates
Closed
(7)
San Jose, CA 95170
Hersh & Associates is a trusted financial advisory firm located in San Jose CA. With a focus on personalized financial planning investment management and wealth preservation they aim to help clients achieve their financial goals. The experienced team at Hersh & Associates is dedicated to providing expert guidance and support tailored to each individual's needs.
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Reviews
3.07 reviewsLiz M.
8/20/2022
Note that the first review by Rita K is positive. Rita is an employee of Eric Hersh and Associates, NOT a client or heir. Admittedly they did a great job selling the family home and supporting...
Diane B.
4/24/2023
As an attorney I have worked with private professional fiduciaries for over thirty years. Eric is one of the best, most knowledgeable that there is. I have also recommended him to clients who...
Debra C.
3/14/2023
I have worked with Eric for at least four years on various trust and estate administrations. Eric is honest and responsive. His fees are lower than many other professional fiduciaries. CLPFs are...
Pat S.
6/18/2019
This guy is a scam artist. Do not trust your money with him. As trustee of my fathers estate, Eric Hersh has done nothing to maintain the trust income. He solves all problems by throwing money at...
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