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Home > Financial Planner Directory > California > Arcadia > Victor A. Herzfeld, CFP®

Victor A. Herzfeld, CFP®

Planner List SAVED PLANNERS (0)

Herzfeld Investment Mgmt., LLC

713 W Duarte Rd, #G

Arcadia, CA 91007

Phone: (626) 975-5235

Fax: (626) 446-6765

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $200,000

Specialties

Comprehensive Financial Planning
401(k)/403(b)/IRAs
Annuities
Asset Allocation
Estate Planning
Investment Management
Employee Benefits
Mutual Funds
Retirement
Stocks & Bonds
Tangible Assets

How Planner Charges

Fee Only

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

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