Company

Hershenberg Financial & Employee Benefits, LLC is a full service financial firm offering investment advisory services through Woodbury Financial Services, we specialize in investment advisory service and total asset management, with a focus on executive and small business planning. Areas covered include but are not limited to; investment, estate, retirement, education, and insurance planning. We also have 14 years of experience helping businesses design and maintain employee benefits programs.

At Hershenberg Financial we recognize that financial planning is a process, not just a product. It involves discovering goals and developing a plan to meet those goals. As your financial advisor, we will strive to keep you focused on where you want to be, advise you how to get there, and continually stress the importance of maintaining a disciplined approach so your dreams will be realized.

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (480) 526-9124.