Himmelstein Financial

About

We are an independent advisory, investment, and insurance brokerage arm that finds plausible solutions to your financial needs.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. 

We can help you execute a sound financial program utilizing the following products and services:

• Custom designed 401(k) and pension plans
• Group insurance and other benefit plans
• Investment management
• Retirement strategies 
• Proactive estate conservation
• Insurance and annuity products
• Executive compensation
• Succession planning