Driven by Faith, Family and Educating People in Finances

General Info

The insurance industry is constantly evolving. Insurance providers and businesses are forever trying to refine the balance between spending and coverage. As competition gets stronger, companies are working harder than ever to bring you the best protection at a price you can afford.Whether you are searching for Group Benefits Insurance or a 401K Management & Implementation for your Business, with our partners at Ameritas Financial, or niche plans such as Ancillary Health Insurance plans through our direct relationship with companies like Manhattan Life. We also offer Annuities, Life Insurance with the top most competitive carriers in the country for you, you need to be one step ahead of the game if you want to get the best for your employees and their benefits. This is where we come in...We personalize and customize your plans just for you! Why working with us works for youYour business and family will always come first, you wouldn`t want them to have to bear the financial burden of your last days. No matter what your age, it`s always good to have a plan as to how you intend to cover these costs. Final expense insurance will pay for your funeral service and other associated costs.Your standard of living is important to you. Should you be taken ill or suffer mobility problems further down the road, we want you to lead the most comfortable life you possibly can. Long term care insurance makes this possible. It also lifts the burden of care from those around you, improving the standard of living for everyone you hold dear.We know about the benefits and pitfalls of group versus single insurance policies; employer sponsored health plans; term versus whole life and other insurance `gray areas` that customers often wish to better understand. Please don`t hesitate to call us with your questions, no matter whether you are a valued customer, a potential one, or if you simply need advice.Our Promise to You, & Our Ethos at Herfy Financial Services LLCWe want to assure you, that we have your best interest at heart, as we are sure you do as well by working with us. This is why we charge an upfront consultative fee in order to be able to provide you with the Industry Leaders & Experts that are most knowledgeable, and ethical service Provider(s)-Product Partners in the Industry. Here is why we work the way that we do and not like many other Agencies/Brokers around, as we are sure you can appreciate the personalized experience that we bring to you, has Tangible and Intrinsic value. By being able to do so, this is how by compensating our Experts for their time is of the utmost benefit to you as our client. We do this in order for you do benefit from the fruits of their extensive knowledge and obviously we can't expect anyone to work for free, as we are sure, you do not either, neither do we! We believe in building and maintaining an honest and trusted relationship with all of our clients and prospective one's as well. When you pay for something, you value it more, that is the bottom line! We look forward to working with you and thank you for your consideration. At the end of the day, we work with you, and for you as your needs, as Your Buyer's Agent - Broker - Consultant.

Hours

Regular Hours

Mon - Tue:	9:00 am - 5:00 pm
Wed:	9:00 am - 4:00 pm
Thu - Fri:	9:00 am - 5:00 pm
Sat - Sun	Closed

Categories

Financial Planning Consultants, Employee Benefits Insurance, Financial Services, Group Insurance, Insurance

Services/Products

Direct Mail AdvertisingTax ResourcesCredit RestorationRapid RefundsSmall Business Tax Return PreparationError CheckingExtensions & Late FilingCredit RebuildingCredit RepairMobile Tax ServicesPersonal Tax ReturnsSelf-Employed Tax ReturnsVirtual Estimates During COVID-19Corporate Tax Return PreparationTax ConsultingAmended Tax ReturnsElectronic Tax FilingPrior Year Tax ReturnsIndividual Tax Return Preparation

Sales Tax ReturnsIRS ProblemsRefund EstimatesBusiness Tax Return PreparationVirtual OfficesSupplemental IncomePhone ConsultationsTax PlanningNetwork MarketingE-File Status CheckingDeceased Taxpayer RefundsResidual IncomeState Tax ReturnsTax ProblemsFederal Tax ReturnsData ProcessingIncome OpportunitiesWills and Trusts

Payment Options

Brands

IRS E-File

Other Link

https://herfyfinancialservices.com