Herfy Financial Services LLC

www.herfyfinancialservices.com

Here at HFS Firm, our client's personalized experience is what we strive for. We offer Financial Services, and Insurance Products, with a peace of mind holistic approach. We are a dedicated team of Financial professionals that are always happy to educate our clients as to what is the most beneficial strategy for their current and future lifestyle needs, and their legacy. At Herfy Financial Services we specialize in working with small, medium, and large groups to benefit both the businesses and their employees. As an independent broker with all the top providers for Life, Health, Dental, Vision, Disability, Telemedicine, Wellness, P&C Insurance, Commercial Lines Insurance, to develop and maintain a high value to our clients. We also offer affordable Employee Benefits Packages for small to large employers here are some examples: 401k, ROTH IRA, IRA, Key Person Coverage, Business Continuity Planning. Our mission is to always make our meetings a learning experience and are happy to meet with you one on one and learn more about you and your company and see how we can bring more value to you. Our company was established January 2017, I have always been very entrepreneurial most of my adult life. I had worked with some of the most notable Financial Services Companies for the last 5 years, I learned a lot, to say the least. With that being said I also knew it was time to break out of the traditional corporate arena and build a company that had more to offer than the usual Corporate giants. Our vision and ethos are truly geared towards a personalized Client focused approach.

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Here at HFS Firm, our client's personalized experience is what we strive for. We offer Financial Services, and Insurance Products, with a peace of mind holistic approach. We are a dedicated team of Financial professionals that are always happy to educate our clients as to what is the most beneficial strategy for their current and future lifestyle needs, and their legacy. At Herfy Financial Services we specialize in working with small, medium, and large groups to benefit both the businesses and their employees. As an independent broker with all the top providers for Life, Health, Dental, Vision, Disability, Telemedicine, Wellness, P&C Insurance, Commercial Lines Insurance, to develop and maintain a high value to our clients. We also offer affordable Employee Benefits Packages for small to large employers here are some examples: 401k, ROTH IRA, IRA, Key Person Coverage, Business Continuity Planning. Our mission is to always make our meetings a learning experience and are happy to meet with you one on one and learn more about you and your company and see how we can bring more value to you. Our company was established January 2017, I have always been very entrepreneurial most of my adult life. I had worked with some of the most notable Financial Services Companies for the last 5 years, I learned a lot, to say the least. With that being said I also knew it was time to break out of the traditional corporate arena and build a company that had more to offer than the usual Corporate giants. Our vision and ethos are truly geared towards a personalized Client focused approach.

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Country

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State

Florida

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City (Headquarters)

Jacksonville

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Industry

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Employees

1-10

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Founded

2017

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Social

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Potential Decision Makers

  • Founder / President / Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****

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