Herod Financial Services - Manulife Securities Incorporated
Financial Services
Peterborough, ON 84 followers
"In Your Best Interest"
About us
Herod Financial Services, Manulife Securities Incorporated We provide comprehensive financial planning in the context of a long-term partnership with you. Through our experience we have learned it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship – one where we can help you achieve your financial and lifestyle goals. Our mission is to be an integral part your life planning team by helping you make smart financial and estate decisions through our uncompromising integrity, trust and personalized service. Our success is not measured by performance statistics but rather by your success in achieving your goals. 5 - 10 employees 2 locations: 1. Downtown Peterborough, ON - Head office is located at 140 King and George Street in the historic JJ Turner Building, Suite 403. 2. Downtown Lakefield, ON - 35 Queen Street beside Nutshell and across the street from Home Hardware
- Website
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http://www.herodfinancial.com
External link for Herod Financial Services - Manulife Securities Incorporated
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Peterborough, ON
- Type
- Privately Held
- Founded
- 1979
- Specialties
- Financial Planning, Estate and Tax Planning, Professionals, Insurance, Investments, Travel Insurance, Group Benefits, Group Savings, and Legacy Planning
Locations
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Primary
403-140 King Street
Peterborough, ON K9J 7Z8, CA
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35 Queen St
Lakefield, Ontario K0L 2H0, CA
Employees at Herod Financial Services - Manulife Securities Incorporated
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Chris Koschman, CIM, CFP
Financial Planner - Manulife Securities Incorporated: Providing Financial Advice to Make the Most of Your Future
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Roberta Herod
VP, Corporate Services, Herod Financial Services
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Megan Gehl
Office Manager and Marketing Assistant at Herod Financial Services - Manulife Securities Incorporated