Investment and Wealth Management Services

Richard Herzog has been in business since 1995.  Our goal is to provide objective, professional and comprehensive advice and products to assist clients in retirement planning, wealth management, college funding, insurance protection and tax planning and return preparation.

Richard is an Investment Advisory Representative (IAR) and has passed Series 6, 7, 24 and 66 FINRA licensing exams and has life and health insurance licenses in New Jersey and New York.