Herz Financial
Closed
35 E Main St
Avon, CT 06001
Herz Financial, based in Avon, CT, is a boutique firm specializing in financial services for high-net-worth individuals and businesses. The team offers customized strategies in asset management, retirement plans, life insurance, and business planning, all aimed at minimizing risk while achieving client goals.
Founded by Roman Herz, a prominent figure in the insurance industry, Herz Financial boasts a wealth of experience and recognition in estate analysis and wealth transfer strategies. The firm is dedicated to providing thoughtful, client-focused solutions and maintaining long-lasting relationships with its clientele.
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