Herbert Financial Group

Finance · Michigan, United States · 11-50 Employees

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Overview

Headquarters

2701 Cambridge Ct Ste 530, Auburn Hills,...

Phone Number

(248) 482-2600

Revenue

$5.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
2
1
1
1
1
1

About Herbert Financial Group

Herbert Financial Group has been a prominent wealth management firm in the metro-Detroit area for over 40 years, specializing in personalized financial solutions for corporate executives, particularly in the automotive sector, and individuals facing life transitions. The firm prides itself on its independent fiduciary status, emphasizing professionalism, integrity, and accountability in its advisory relationships. Their services include advanced financial planning, retirement planning, executive compensation analysis, tax planning, and insurance planning, all tailored to meet the unique needs of their clients. With a dedicated team of experienced professionals, HFG aims to be a lifelong advocate and steward for their clients' financial well-being.Explore more
Herbert Financial Group's Social MediaPopular SearchesHerbert Financial Group LLCHfg LLCHerbert Financial GroupHfg Consulting LLCHfg Lafayette LLCSIC Code 62,628NAICS Code 52,523Show more

Herbert Financial Group Org Chart

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Director, Operations

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Director, Marketing & Public Relations

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Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Herbert Financial Group

$5.6M
11-50
Private
<$5M
1985
DB
Danielle BoyerDirector, Operations
<$5M
1-10
Private
-
2005
NL
Nancy LindseyVice President, Operations
<$5M
1-10
Private
-
2014
AL
Allison LaneChief Operating Officer & Senior Partner
<$5M
1-10
Private
-
-
JS
Jill SpicherDirector, Operations & Client Service To Pat Gibbons
<$5M
1-10
Private
-
2010
DF
David FowlerWealth Advisor & Chief Financial Officer, Cpfa, Mrfc
<$5M
1-10
Private
-
2018
N/A
<$5M
1-10
Private
-
-
CK
Caroline KorteSenior VP, Wealth & Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Herbert Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Herbert Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Herbert Financial Group.

Herbert Financial Group financials insights

Gather financial insights about Herbert Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Herbert Financial Group Tech Stack

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Frequently Asked Questions Regarding Herbert Financial Group

What is Herbert Financial Group's official website?
Herbert Financial Group's official website is www.hfgllc.com
What is Herbert Financial Group's Revenue?
Herbert Financial Group's revenue is $5.6 Million
What is Herbert Financial Group's SIC code?
Herbert Financial Group's SIC: 62,628
What is Herbert Financial Group's NAICS code?
Herbert Financial Group's NAICS: 52,523
How many employees does Herbert Financial Group have?
Herbert Financial Group has 11-50 employees
What industry does Herbert Financial Group belong to?
Herbert Financial Group is in the industry of: Finance, Securities Trading
What is Herbert Financial Group competition?
Herbert Financial Group top competitors include: Paducah Financial Consultants, Golden Ridge Financial Designs, adairadvisory.com, Greenwood Financial Group
What technology does Herbert Financial Group use?
Some of the popular technologies that Herbert Financial Group uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Font API
How do I contact Herbert Financial Group?
Herbert Financial Group contact info: Phone number: (248) 482-2600 Website: www.hfgllc.com
What does Herbert Financial Group do?

Herbert Financial Group has been a prominent wealth management firm in the metro-Detroit area for over 40 years, specializing in personalized financial solutions for corporate executives, particularly in the automotive sector, and individuals facing life transitions. The firm prides itself on its independent fiduciary status, emphasizing profession... alism, integrity, and accountability in its advisory relationships. Their services include advanced financial planning, retirement planning, executive compensation analysis, tax planning, and insurance planning, all tailored to meet the unique needs of their clients. With a dedicated team of experienced professionals, HFG aims to be a lifelong advocate and steward for their clients' financial well-being.Read More

What are Herbert Financial Group social media links?
Herbert Financial Group Linkedin page Herbert Financial Group Twitter page Herbert Financial Group Facebook page
Is Herbert Financial Group a public company?
Herbert Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Herbert Financial Group

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