Herz Financial Model Portfolio

Herz Financial For over 30 years, individuals and businesses have been turning to Herz Financial to help secure their financial future. While there are larger firms out there, we view our size as an advantage to offer an intimate partnership approach to asset management. Our success is in our culture–one of teamwork, integrity, and always doing right by our clients. Our clients appreciate that we understand their needs and act in their interests. Our client centric focus with an emphasis on trust, and on our desire to constantly perform better makes us a valuable piece to our clients’ financial planning. Our Service Promise We are committed to making sure the service you receive from our firm is excellent. We care about and are committed to our clients. Services we provide to each of our clients with assets under management include: • Quarterly Financial Consultation and Portfolio Review • Quarterly Statements • Online Access to Accounts • Weekly Market Commentary Why do business with

Herz Financial Model Portfolio

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