Herbert Financial Group
For Herbert Financial Group
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Overview
10 - 49
Employees
2021
Year Founded
ABOUT HERBERT FINANCIAL GROUP
Herbert Financial Group is a firm located in Los Angeles that specializes in tax services, which encompass strategic tax planning, business tax preparation, and retirement planning. We assist both business owners and individuals in California in reducing their tax liabilities and enhancing their savings through customized solutions that instill clarity and confidence. Our offerings go beyond just tax preparation; we provide holistic financial strategies, such as retirement planning, audit assistance, and small business tax planning on a national scale. With a team dedicated to compliance and growth, Herbert Financial ensures that all clients have the necessary strategies and insights to make informed financial choices.
Languages Spoken
English
HIGHLIGHTS
10 - 49
Employees
2021
Year Founded
Services
Focus
Industries
Clients
Services Provided
49% Tax Preparation Services
20% Tax Planning
16% Retirement Planning Services
15% Audit Services
About the Team
OUR STORY
Herbert Financial Group, based in Los Angeles, specializes in transforming complex tax obligations into strategic opportunities for high-earning entrepreneurs and business owners in California. With over 18 years of expertise, they offer personalized tax strategies, comprehensive financial planning, and wealth advisory services designed to protect profits and foster sustainable growth. Their approach is client-centered, emphasizing integrity, innovation, and education to empower clients in making informed financial decisions. The firm provides tailored solutions in tax deduction optimization, investment alignment with business goals, retirement and estate planning, insurance, and tax credits. Dedicated to legacy-minded planning, Herbert Financial Group helps clients build and preserve wealth, ensuring long-term security and continuity across generations.
Locations
Headquarters
635 West Foothill Boulevard
Monrovia, California, United States 91016