Herod Financial Services
Finance · Canada · 1-10 Employees
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Overview
Headquarters
140 King St Ste 403, Peterborough, Ontar...Phone Number
(705) 741-5287Website
www.herodfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
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Jun
ZI Rank
1
1
1
1
1
1
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
CK
Christopher KoschmanLife Insurance Agent & Associate Portfolio Manager, 1641589 Inc , Manulife Wealth Inc (Operating As Herod Financial Services, Ontario)
<$5M
11-50
Private
-
-
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
Company Profile Activity
Activity Insights
Herod Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Herod Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Herod Financial Services.
Herod Financial Services Tech Stack
A closer look at the technologies used by Herod Financial Services
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Frequently Asked Questions Regarding Herod Financial Services
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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
