Herod Financial Services
Finance · Canada · 1-10 Employees
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Overview
Headquarters
140 King St Suite 403, Peterborough, Ont...Phone Number
(705) 741-5287Website
www.herodfinancial.comRevenue
<$5 MillionIndustry
About Herod Financial Services
Herod Financial Services is dedicated to guiding clients through their financial journeys by providing personalized financial planning and support. They focus on building lifetime relationships based on trust and respect, offering tailored solutions for retirement planning, wealth transfer, and everyday financial questions. The company emphasizes financial literacy and aims to enhance the quality of life for its clients through responsive service. Their team of experienced investment advisors is committed to making decisions that align with clients' goals and concerns.Explore more
Herod Financial Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Herod Financial Services
<$5M
1-10
Private
-
1979
CG
Christina GehlOffice Manager- Herod Financial Services. Marketing Assistant - Manulife Wealth Inc.
$5.2M
1-10
Private
-
1999
WV
William VollmerSenior Wealth Advisor & Group Financial, Arca Financial Planner
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11-50
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-
CM
Chris MastronardiClient Sales Assistant & Manulife Wealth Inc Tiessen Financial Services Inc Marketing Assistant
<$5M
1-10
Private
-
-
DW
David WhittemoreInvestment Advisor & Manulife Wealth Inc, Life Insurance, Manulife Wealth Insurance Services Inc Advisor
Herod Financial Services Tech Stack
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Herod Financial Services is dedicated to guiding clients through their financial journeys by providing personalized financial planning and support. They focus on building lifetime relationships based on trust and respect, offering tailored solutions for retirement planning, wealth transfer, and everyday financial questions. The company emphasizes f... Read More
