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Herbert Financial Group

Accounting & Tax Consultants

Updated on Sep 10, 2025

View more like this | Visit MONROVIA, CA | Contact Herbert Financial Group
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Description:
Herbert Financial Group is a Los Angelesbased firm specializing in tax services in Los Angeles, including strategic tax planning, business tax preparation, and retirement planning. We help California business owners and individuals minimize liabilities and maximize savings through tailored solutions that deliver clarity and confidence.

Our services extend beyond tax preparation, offering comprehensive financial strategies including retirement planning, audit support, and nationwide small business tax planning. With a team focused on compliance and growth, Herbert Financial ensures every client has the strategies and insights needed to make smarter financial decisions.

List of Services:
Tax Mitigation Strategies
Retirement Planning
IRS Representation
Deferred Sales Trust
Cash Balance Plan

Number of Employees:
25

Date of Company Formation:
2021

Business Hours:
Mon: 08:30 - 17:30
Tue: 08:30 - 17:30
Wed: 08:30 - 17:30
Thu: 08:30 - 17:30
Fri: 08:30 - 17:30
Sat: 08:30 - 17:00
Sun: Closed

For more information, please contact us with the details below:

Contact Telephone:
+1 818-213-1388

Contact Email:
[email protected]

Image for Herbert Financial Group with ID of: 6690015
Image for Herbert Financial Group with ID of: 6690016
Image for Herbert Financial Group with ID of: 6690017
Map

Herbert Financial Group

635 West Foothill Boulevard, Monrovia, California 91016

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