


Herbert Financial Group
Financial Services • Monrovia, California, United States • 11-20 Employees
Company overview
| Headquarters | 517 S Ivy Ave, Monrovia, California 91016, US |
| Website | |
| NAICS | 52 |
| Keywords | Tax Planning, CPA, Tax Services, Retirement Planning, Business Planning, Irs Representation, 401K, Acounting |
| Founded | 2021 |
| Employees | 11-20 |
Key Contact at Herbert Financial Group
Mina Shokralla
Managing Director - Head Of Operations
Herbert Financial Group Email Formats
Herbert Financial Group uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About Herbert Financial Group
Herbert Financial has been serving business financial needs for the past 19 years. Our elite team specializes in financial solutions for businesses owners, corporate clients, business tax strategy, real estate strategy, business overhead insurance, employee benefits, 401K and business investment. Our main goal is to generate consistent growth and asset protection for the clients we serve. Our network enables us to gain favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients. We empower business leaders with knowledge to grow and protect their assets. We value transparency, loyalty and make decisions with integrity and deep understanding of the needs of our clients. Business needs are specific and ever changing, depending on the life stage of your company. We want to hear concerns. Call us today for a business assessment and find out how we can protect your hard-earned assets.
Herbert Financial Group revenue & valuation
| Annual revenue | $1,283,325 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Herbert Financial Group has 10 employees across 4 departments.
Departments
Number of employees
Funding Data
Herbert Financial Group has never raised funding before.
Herbert Financial Group Tech Stack
Discover the technologies and tools that power Herbert Financial Group's digital infrastructure, from frameworks to analytics platforms.
CDN
Programming languages
Security
Security
Miscellaneous
Font scripts
JavaScript frameworks
UI frameworks
Maps
Databases
JavaScript frameworks
CDN
Frequently asked questions
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