We’re #hiring a new Senior Accountant in Monrovia, California. Apply today or share this post with your network.
Herbert Financial Group
Monrovia, California 531 followers
Our main goal is to generate consistent growth and asset protection for the clients we serve.
About us
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.
- Website
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https://herbert-financial.com/our-team/
External link for Herbert Financial Group
- Company size
- 11-50 employees
- Headquarters
- Monrovia, California
- Type
- Privately Held
Locations
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Primary
Get directions
517 S Ivy Ave
Monrovia, California 91016, US
Employees at Herbert Financial Group
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Steve Schulte
CA Life and Health Agent (0F71110), Advisor for Herbert Financial Group, ETAC (both current)
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Claudia Carrillo
Fundadora de Mujer con Legado. CEO & Founder of Mujer con Legado. Director of Advisors with Herbert Financial Group. Life Agent Lic CA#4099513, TX…
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Mark Diaz
Living life in Southern California
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Alexandra A
Always Learning
Updates
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Working at Herbert Financial Group seems to offer a collaborative and professional environment where dedicated financial advisors, CPAs, accountants, tax planning attorneys, and other professionals work together to help clients mitigate taxes by up to 50% using IRS codes. With the team's combined expertise and experience, employees likely have the opportunity to engage in complex financial planning strategies and provide high-quality services to clients. Given that Herbert Financial Group has been in business for 20 years, it suggests stability and a track record of success in the financial services industry. Working at a well-established firm like this could provide employees with access to a wealth of knowledge, resources, and opportunities for professional growth and development. Overall, working at Herbert Financial Group appears to offer a challenging yet rewarding environment for professionals looking to make a meaningful impact in the financial industry and help clients achieve their financial goals while maximizing tax efficiency.
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We’re #hiring a new Financial Advisor in Los Angeles Metropolitan Area. Apply today or share this post with your network.
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We're seeking a Financial Advisor to join our team in the Los Angeles Metropolitan Area. This is an excellent opportunity for someone with a passion for finance and a desire to help others achieve their financial goals. If you're interested or know someone who would be a good fit, please apply or share this post with your network. #hiring
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What role does Artificial Intelligence play in reshaping finance? Explore the revolution underway as AI takes center stage, offering advanced predictive analytics for precise risk management and automated compliance processes to navigate complex regulatory frameworks. Reach out to us and stay on the path to financial success with expert advice. 📞 (818) 579-1187 📧 [email protected] . . . . . #herbertfinancialgroup #FinancialPlanning #WealthManagement #FinancialFuture #Investing #FinancialSecurity #Savings #RetirementPlanning #Budgeting #FinancialAdvice #MoneyMatters #expertfinancialplanner #financetips #financecoach #financeexpert #financeworld #smartfinance #enjoyretirement #socialsecurity #taxdiversification
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Uncover the potential of safe harbor contributions to boost employee savings. Safe harbor contributions empower employers to boost employee retirement savings through guaranteed matching and non-elective contributions. Choose from three formulas to tailor your contributions and maximize employee benefits. Contact us today to discuss your options and optimize your contributions for maximum impact. 📞 (818) 579-1187 📧 [email protected] . . . . . #herbertfinancialgroup #herbertfinancialgroup #expertfinancialplanner #financetips #financecoach #financeexpert #financegoal #financeworld #smallbusinesssupport #smallbusinesstips #smallbusinessgrowth #secureyourfuture #expertfinancialadvice #financialfoundation
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Are you looking for a retirement plan that blends safe harbor features with automatic contributions? QACA, or Qualified Automatic Contribution Arrangement, might be the right choice for you. With QACA, employees default to a set amount if they don't choose, but they can change it anytime. What sets QACA apart is the option for a two-year cliff vesting schedule for employer contributions. This means that employees are immediately vested in 100% of their employer contributions after two years. Contact us for expert guidance and a secure financial future. 📞 (818) 579-1187 📧 [email protected] . . . . . #herbertfinancialgroup #retirementplanning #QACA #financialgoals #financialsecurity #employerbenefits #401k #futureplanning #savings #investment #financialadvisor #investmentplanning #secureyourfuture #expertfinancialadvice #financialfoundation
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Curious about the enchantment behind a Safe Harbor 401(k) plan? This financial wizardry ensures that every eligible participant receives a contribution from their employer, fostering a symbiotic relationship between both parties. By offering a predetermined contribution, employers elegantly navigate IRS tests, guaranteeing fairness across the workforce. Contact us for expert guidance and a secure financial future. 📞 (818) 579-1187 📧 [email protected] . . . . . #herbertfinancialgroup #financialempowerment #safeharbor401k #financialmagic #inclusiveplanning #employercontribution #IRScompliance #financialadventure #equitableworkplace #securefuture #retirementplan #startnow #SmartMoney #Budgeting #FinancialSecurity #MoneyMatters #FinancialGoals #PeaceOfMind
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Are you ready to transform your dreams into tangible success? Our comprehensive financial services are meticulously designed to accompany you on your wealth-building journey, providing the support and expertise you need to secure your tomorrow, today. Join Herbert Financial Group now and unlock a world of possibility! 📞 (818) 579-1187 📧 [email protected] . . . . . #herbertfinancialgroup #financialfreedom #investwisely #wealthbuilding #secureyourtomorrow #financialservices #dreamsintoreality #prosperityjourney #investwithconfidence #retirementplanning #financialfreedom #investmentgoals #secureyourfuture #retirewithconfidence #wealthbuilding #smartinvesting #financialsecurity #planforthefuture
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Interested in understanding Nondiscrimination Testing (NDT) and its impact on equitable employee benefits? Embark on a financial journey with us, guided by the compass of equity. Explore the crucial role NDT plays in guaranteeing the fair distribution of benefits, establishing a balanced environment for all. Start your exploration now as we delve into the principles that make NDT an essential cornerstone in achieving fairness in benefits for everyone. Take action today for a more inclusive tomorrow! 📞 (818) 579-1187 📧 [email protected] . . . . . #herbertfinancialgroup #financialempowerment #businessstrategies #financialjourney #ndtexploration #equitablebenefits #financialfairness #inclusiveworkplace #ndtinsights #employeebenefits #financialguidance #fairdistribution #inclusivetomorrow #securefinancialfuture
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