Herbert Financial Group Information
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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 |    |
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
Total number all of employee turnover
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Number of employees by department
Total number all of employee turnover
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Length of Employment
Employee tenure at Herbert Financial Group shows a diverse range of experience levels:
7% have been with the company for less than 1 year27% 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 GroupDiscover More
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Herbert Financial Group
Mina Shokralla
Managing Director - Head of Operations
Matthew Wood
Paraplanner
Sebastian Przybyl
Finance Intern
Jose Sauza EA
Enrolled Agent
Michael Reiterman
Paraplanner
Brandon Basela
Senior Operations Specialist
Steve Schulte
Agent-Financial
Alec Wycoff
Wealth Advisor
Jason Haubert
Financial Planning Intern
Taeyang Lee
Junior Accountant
Shelia Porter
Executive Assistant
Henri Tamasian
Sr Accountant
Ben Heyman
Executive Assistant
Theodean Minassian
Financial Services Advisor
Thomas Mahfet
Wealth Advisor
Tania Herbert
Chief Executive Officer-Tax Strategist
Timothy Herbert
Founder & Wealth Advisor
Kevin Pierce CFP®
Senior Paraplanner
Michael Genna
Director of Investments
Lana Kinder
Senior Accountant
Stuart MacDonald
Paraplanner
Ken Donckels
CPA Tax & Accounting Manager
Juliana Chabot
Paraplanner
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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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