Herz Financial LLC

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75 Isham Rd
West Hartford, CT 06107
+1 (860) 232-5050
https://www.herzfinancial.com

Herz Financial LLC, located in West Hartford, CT, is a boutique firm specializing in wealth management, life insurance, and business planning for high-net-worth individuals and families. With a focus on customized strategies, the firm aims to help clients achieve their financial goals while minimizing risk.

Founded by Roman Herz, a distinguished insurance agent with over 40 years of experience, and managed by Matthew Herz, the firm offers comprehensive services including retirement planning, asset management, and business risk protection. Their team is dedicated to understanding clients' unique objectives and providing thoughtful solutions tailored to their needs.

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