Herbert Financial Group
Company

Herbert Financial Group

Financial Services Monrovia, California, United States 11 employees
Employees
11

Herbert Financial Group Overview

Headquarters
Monrovia, California, United States
Industry
Financial Services
Employees
11
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Herbert Financial Group

Herbert Financial has been serving business financial needs for the past 19 years. Our elite team specializes in financial solutions for businesses owners, corporate clients, business tax strategy, real estate strategy, business overhead insurance, employee benefits, 401K and business investment. Our main goal is to generate consistent growth and asset protection for the clients we serve. Our network enables us to gain favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients. We empower business leaders with knowledge to grow and protect their assets. We value transparency, loyalty and make decisions with integrity and deep understanding of the needs of our clients. Business needs are specific and ever changing, depending on the life stage of your company. We want to hear concerns. Call us today for a business assessment and find out how we can protect your hard-earned assets.

Herbert Financial Group Contact Details

People in AeroLeads
4

Herbert Financial Group Org Chart

Sample employees and titles
Name Title Contact
Jose Sauza E.a. Enrolled Agent, Tax Strategist
View
Mina Shokralla Managing Director at Herbert Financial
View
Madeline Magruder Moreno Capital
View
Jamie Steiner Csun Accounting Junior
View

Employees by Management Level

Individual contributor 2 profiles
Director 1 profile
Associate / junior 1 profile

Compare Similar Companies to Herbert Financial Group