Herbert Financial Group
Herbert Financial Group

Herbert Financial Group Information

Contact top employees from Herbert Financial Group

Summary

We have been serving individual investors and small businesses with their financial planning, retirement, investment, and insurance needs since 1985. We provide independent advice, custom plans and st...Show more

Organization Website

hfgllc.com

Social Links

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Phone Number

248-482-2600

Industries

Headquarters Location

2701 Cambridge Ct, Auburn Hills, Michigan, 48326 US

Employees Size

10-50 employees

Founded

1985

Competitors

Founded
Type
Employees
Revenue
Funding
2021- 1-10 - $-
2020- 1-10 - $-

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at Herbert Financial Group shows a diverse range of experience levels:
13% have been with the company for less than 1 year20% for 1–2 years13% for 3–4 years13% for 5–7 years13% for 8–10 years27% have over 11 years of service at Herbert Financial Group
Ex-employees positions
In Company
In New Company
Contact top employees from Herbert Financial Group
Mina Shokralla
Managing Director - Head of Operations
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Shelia Porter
Executive Assistant
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Henri Tamasian
Sr Accountant
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Liz Kasha
Director of Marketing/Public Relations
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Ben Heyman
Executive Assistant
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Theodean Minassian
Financial Services Advisor
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Thomas Mahfet
Wealth Advisor
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Tania Herbert
Chief Executive Officer-Tax Strategist
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Timothy Herbert
Founder & Wealth Advisor
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Kevin Pierce CFP®
Senior Paraplanner
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Michael Genna
Director of Investments
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Lana Kinder
Senior Accountant
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Kara Case
Wealth Advisor
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Simratpal Singh Syan
Chief Financial Officer
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Ken Donckels
CPA Tax & Accounting Manager
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Jose Sauza EA
Enrolled Agent
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Brandon Basela
Senior Operations Specialist
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Steve Schulte
Agent-Financial
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Alec Wycoff
Wealth Advisor
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Jason Haubert
Financial Planning Intern
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Taeyang Lee
Junior Accountant
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FAQ

Herbert Financial Group operates in the Finance industries. More details can be found on the official website: hfgllc.com.
The headquarters of Herbert Financial Group are located in Auburn Hills, United States.
You can contact Herbert Financial Group by phone at 248-482-2600.
Herbert Financial Group currently employs 10-50 people.
Well-known competitors of Herbert Financial Group include ENZI Wealth and Toberman Becker Wealth.

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