“In Your Best Interest”
At Herod Financial Services we’re Client Focused. We believe in building lifetime relationships, while taking a team approach to the relationship.
With more than 35 years experience in the Financial Services Industry, our practical and personal approach to the integration of various financial products & services helps you, our client, make smart decisions about your money. Our experienced & knowledgeable team is Solution Driven versus Product Driven, matching your needs for financial stability and helping you live your plan right now.
Advisors and Planners
Kevan Herod, B.Sc., CFP, CLU, ChFC, CHS, CAFA, TEP, CIM
Chris Koschman, B.A. (Hons.), CIM
Para Planners and Marketing Assistants
Mary Reader, CFP
Amy Lee, B.A.
Jeff Reader, B.Sc. (Hons.), M.Sc.
You’re in good hands with Herod Financial Services, because we specialize in the unique needs of both Business Owners and Professionals, Individuals and Families. Our combined practical experience and superior knowledge allows us match your needs for financial stability so you and your family are prepared for life’s events.
We work with other professionals in related fields, such as lawyers, trustees, and accountants and have relationships with all the major life, investment and fund companies. Allowing us to create financial solutions that will fit with your lifestyle goals. Together we’ll develop and customize a comprehensive written plan for your financial security, and then we’ll implement your plan to maximize your financial goals.
Let’s Get Together to plan for your Financial Security – We’ll help you achieve your Financial Goals – We’ll provide you with Peace of Mind